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
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 $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Equitable Holdings's IMCG Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.88% in Q1 2026, selling an estimated $151K and leaving 206,844 shares worth $16.5M. The position accounts for 0.11% of the portfolio, ranked #183.

Equitable Holdings first reported a position in IMCG in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.7M in Q3 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

  • Equitable Holdings held 206,844 shares of iShares Morningstar Mid-Cap Growth ETF worth $16.5M as of Q1 2026.
  • Equitable Holdings sold 1,844 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $151K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.11% of Equitable Holdings's portfolio in Q1 2026, its #183 holding.
  • Equitable Holdings first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares Morningstar Mid-Cap Growth ETF position peaked at $17.7M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.