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Equitable Holdings’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Equitable Holdings’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01M Buy
41,534
+510
+1% +$46.6K 0.02% 526
2026
Q1 		$3.39M Buy
41,024
+6,222
+18% +$533K 0.02% 559
2025
Q4 		$2.88M Sell
34,802
-1,198
-3% -$99K 0.02% 524
2025
Q3 		$2.99M Buy
36,000
+1,275
+4% +$104K 0.02% 487
2025
Q2 		$2.77M Buy
34,725
+2,401
+7% +$180K 0.02% 479
2025
Q1 		$2.39M Buy
32,324
+1,688
+6% +$130K 0.02% 463
2024
Q4 		$2.33M Buy
30,636
+6,514
+27% +$510K 0.02% 441
2024
Q3 		$1.83M Sell
24,122
-3,231
-12% -$235K 0.02% 518
2024
Q2 		$1.92M Buy
27,353
+1,750
+7% +$123K 0.02% 471
2024
Q1 		$1.86M Buy
25,603
+1,952
+8% +$134K 0.02% 463
2023
Q4 		$1.59M Sell
23,651
-315
-1% -$19.3K 0.02% 472
2023
Q3 		$1.43M Buy
23,966
+296
+1% +$18.6K 0.02% 447
2023
Q2 		$1.5M Sell
23,670
-100
-0.4% -$6.02K 0.02% 415
2023
Q1 		$1.44M Sell
23,770
-187
-0.8% -$11.5K 0.02% 400
2022
Q4 		$1.41M Buy
23,957
+500
+2% +$29.2K 0.02% 366
2022
Q3 		$1.26M Buy
23,457
+509
+2% +$30.4K 0.02% 351
2022
Q2 		$1.29M Buy
22,948
+308
+1% +$19K 0.02% 347
2022
Q1 		$1.52M Buy
22,640
+343
+2% +$22.8K 0.02% 330
2021
Q4 		$1.58M Sell
22,297
-219
-1% -$15.3K 0.03% 312
2021
Q3 		$1.5M Buy
22,516
+18
+0.1% +$1.22K 0.03% 305
2021
Q2 		$1.51M Sell
22,498
-11,458
-34% -$753K 0.03% 301
2021
Q1 		$2.13M Buy
33,956
+380
+1% +$23.2K 0.05% 231
2020
Q4 		$1.97M Buy
33,576
+1,088
+3% +$59.5K 0.04% 228
2020
Q3 		$1.63M Sell
32,488
-1,288
-4% -$63.7K 0.04% 239
2020
Q2 		$1.56M Sell
33,776
-164
-0.5% -$7.13K 0.04% 240
2020
Q1 		$1.3M Sell
33,940
-3,128
-8% -$152K 0.05% 226
2019
Q4 		$1.94M Buy
+37,068
New +$1.88M 0.06% 197

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Equitable Holdings's IMCB Position: Q2 2026 in Review

Equitable Holdings increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.2% in Q2 2026, buying an estimated $46.6K and bringing the position to 41,534 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #526.

Equitable Holdings first reported a position in IMCB in Q4 2019 and has held it in 27 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Equitable Holdings held 41,534 shares of iShares Morningstar Mid-Cap ETF worth $4.01M as of Q2 2026.
  • Equitable Holdings bought 510 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $46.6K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #526 holding.
  • Equitable Holdings first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.