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Eastern Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Eastern Bank’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.8K Hold
222
– – ﹤0.01% 790
2026
Q2 		$21.8K Hold
222
– – ﹤0.01% 758
2026
Q1 		$17.5K Hold
222
– – ﹤0.01% 741
2025
Q4 		$17.7K Hold
222
– – ﹤0.01% 749
2025
Q3 		$18.4K Hold
222
– – ﹤0.01% 744
2025
Q2 		$17.8K Hold
222
– – ﹤0.01% 696
2025
Q1 		$15.9K Hold
222
– – ﹤0.01% 726
2024
Q4 		$16.8K Hold
222
– – ﹤0.01% 717
2024
Q3 		$16.2K Buy
+222
New +$15.4K ﹤0.01% 707

Other funds holding IMCG

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank's IMCG Position: Q3 2026 in Review

Eastern Bank held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2026 at 222 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Eastern Bank first reported a position in IMCG in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.8K in Q2 2026. 33 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

  • Eastern Bank held 222 shares of iShares Morningstar Mid-Cap Growth ETF worth $20.8K as of Q3 2026.
  • Eastern Bank left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #790 holding.
  • Eastern Bank first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's iShares Morningstar Mid-Cap Growth ETF position peaked at $21.8K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.