EH
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Equitable Holdings’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Equitable Holdings’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
Q2 		$9.69M Sell
98,557
-108,287
-52% -$9.77M 0.06% 294
2026
Q1 		$16.5M Sell
206,844
-1,844
-0.9% -$151K 0.11% 183
2025
Q4 		$16.7M Sell
208,688
-5,816
-3% -$473K 0.11% 164
2025
Q3 		$17.7M Buy
214,504
+9,689
+5% +$790K 0.13% 138
2025
Q2 		$16.4M Buy
204,815
+9,685
+5% +$720K 0.14% 136
2025
Q1 		$13.9M Buy
195,130
+55,074
+39% +$4.2M 0.13% 141
2024
Q4 		$10.6M Sell
140,056
-38,094
-21% -$2.91M 0.1% 169
2024
Q3 		$13M Sell
178,150
-36,239
-17% -$2.51M 0.13% 141
2024
Q2 		$14.5M Buy
214,389
+80,779
+60% +$5.49M 0.15% 120
2024
Q1 		$9.44M Buy
133,610
+4,575
+4% +$305K 0.11% 155
2023
Q4 		$8.32M Sell
129,035
-16,430
-11% -$965K 0.1% 158
2023
Q3 		$8.31M Sell
145,465
-62,541
-30% -$3.77M 0.12% 139
2023
Q2 		$12.7M Buy
208,006
+4,936
+2% +$283K 0.18% 104
2023
Q1 		$11.7M Buy
203,070
+2,434
+1% +$139K 0.19% 98
2022
Q4 		$10.8M Buy
200,636
+26,212
+15% +$1.41M 0.19% 94
2022
Q3 		$8.79M Buy
174,424
+107,256
+160% +$5.98M 0.17% 98
2022
Q2 		$3.49M Buy
67,168
+15,336
+30% +$873K 0.07% 183
2022
Q1 		$3.33M Buy
51,832
+11,687
+29% +$753K 0.05% 207
2021
Q4 		$2.94M Buy
40,145
+788
+2% +$57.3K 0.05% 224
2021
Q3 		$2.71M Buy
39,357
+1,428
+4% +$101K 0.05% 222
2021
Q2 		$2.61M Sell
37,929
-18,795
-33% -$1.24M 0.05% 225
2021
Q1 		$3.58M Sell
56,724
-26,982
-32% -$1.75M 0.08% 165
2020
Q4 		$5.34M Buy
83,706
+8,046
+11% +$475K 0.12% 122
2020
Q3 		$4.04M Sell
75,660
-11,058
-13% -$577K 0.1% 125
2020
Q2 		$4.24M Sell
86,718
-19,614
-18% -$864K 0.12% 116
2020
Q1 		$3.87M Sell
106,332
-174
-0.2% -$7.38K 0.14% 103
2019
Q4 		$4.67M Buy
+106,506
New +$4.47M 0.14% 103

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings's IMCG Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 52% in Q2 2026, selling an estimated $9.77M and leaving 98,557 shares worth $9.69M. The position accounts for 0.06% of the portfolio, ranked #294.

Equitable Holdings first reported a position in IMCG in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7M in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Equitable Holdings held 98,557 shares of iShares Morningstar Mid-Cap Growth ETF worth $9.69M as of Q2 2026.
  • Equitable Holdings sold 108,287 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.77M.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #294 holding.
  • Equitable Holdings first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares Morningstar Mid-Cap Growth ETF position peaked at $17.7M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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