EH
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Equitable Holdings’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Equitable Holdings’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
21,304
+65
+0.3% +$3.97K 0.01% 883
2026
Q1 		$1.18M Buy
21,239
+688
+3% +$39.6K 0.01% 914
2025
Q4 		$1.14M Buy
20,551
+7,599
+59% +$420K 0.01% 816
2025
Q3 		$703K Buy
12,952
+4,122
+47% +$215K 0.01% 958
2025
Q2 		$439K Buy
8,830
+2,301
+35% +$106K ﹤0.01% 1046
2025
Q1 		$294K Buy
6,529
+352
+6% +$17.2K ﹤0.01% 1106
2024
Q4 		$306K Buy
6,177
+588
+11% +$29.9K ﹤0.01% 1033
2024
Q3 		$274K Buy
5,589
+461
+9% +$21.7K ﹤0.01% 1071
2024
Q2 		$233K Sell
5,128
-3,441
-40% -$155K ﹤0.01% 1087
2024
Q1 		$399K Sell
8,569
-3,932
-31% -$174K ﹤0.01% 882
2023
Q4 		$550K Buy
12,501
+807
+7% +$31.7K 0.01% 741
2023
Q3 		$453K Buy
11,694
+500
+4% +$20.6K 0.01% 748
2023
Q2 		$464K Buy
11,194
+2,493
+29% +$97.6K 0.01% 723
2023
Q1 		$339K Buy
8,701
+4
+0% +$156 0.01% 759
2022
Q4 		$313K Sell
8,697
-1,604
-16% -$58.7K 0.01% 724
2022
Q3 		$357K Buy
10,301
+1,715
+20% +$65.7K 0.01% 645
2022
Q2 		$303K Sell
8,586
-262
-3% -$10.1K 0.01% 690
2022
Q1 		$391K Sell
8,848
-748
-8% -$32.8K 0.01% 637
2021
Q4 		$476K Sell
9,596
-121
-1% -$6.13K 0.01% 578
2021
Q3 		$478K Buy
9,717
+51
+0.5% +$2.57K 0.01% 556
2021
Q2 		$501K Sell
9,666
-480
-5% -$24.3K 0.01% 539
2021
Q1 		$508K Buy
10,146
+1,206
+13% +$64.3K 0.01% 505
2020
Q4 		$452K Buy
8,940
+96
+1% +$4.35K 0.01% 473
2020
Q3 		$350K Hold
8,844
– – 0.01% 490
2020
Q2 		$326K Buy
8,844
+1,200
+16% +$39.6K 0.01% 495
2020
Q1 		$212K Buy
+7,644
New +$255K 0.01% 526

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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 ISCG Position: Q2 2026 in Review

Equitable Holdings increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.31% in Q2 2026, buying an estimated $3.97K and bringing the position to 21,304 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #883.

Equitable Holdings first reported a position in ISCG in Q1 2020 and has held it in 26 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Equitable Holdings held 21,304 shares of iShares Morningstar Small-Cap Growth ETF worth $1.4M as of Q2 2026.
  • Equitable Holdings bought 65 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.97K.
  • iShares Morningstar Small-Cap Growth ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #883 holding.
  • Equitable Holdings first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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