Equitable Holdings’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Equitable Holdings’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Sell	14,691 -1,108	-7%	-$157K	0.01%	710
2026 Q1	$2.08M	Sell	15,799 -754	-5%	-$103K	0.01%	705
2025 Q4	$2.18M	Sell	16,553 -61,509	-79%	-$8.01M	0.01%	610
2025 Q3	$10.1M	Buy	78,062 +49,167	+170%	+$6.3M	0.07%	226
2025 Q2	$3.57M	Sell	28,895 -72,818	-72%	-$8.57M	0.03%	415
2025 Q1	$12.2M	Sell	101,713 -47,205	-32%	-$5.91M	0.12%	155
2024 Q4	$18.6M	Sell	148,918 -3,071	-2%	-$392K	0.18%	105
2024 Q3	$18.8M	Sell	151,989 -4,445	-3%	-$528K	0.18%	107
2024 Q2	$17.7M	Sell	156,434 -12,218	-7%	-$1.39M	0.19%	103
2024 Q1	$19.9M	Buy	168,652 +2,192	+1%	+$247K	0.22%	87
2023 Q4	$19M	Sell	166,460 -20,837	-11%	-$2.14M	0.23%	86
2023 Q3	$18.9M	Buy	187,297 +1,018	+0.5%	+$109K	0.27%	81
2023 Q2	$20M	Buy	186,279 +952	+0.5%	+$96.7K	0.29%	77
2023 Q1	$19M	Sell	185,327 -60,137	-24%	-$6.43M	0.3%	73
2022 Q4	$24.7M	Sell	245,464 -18,794	-7%	-$1.88M	0.43%	58
2022 Q3	$23.8M	Sell	264,258 -45,057	-15%	-$4.49M	0.46%	49
2022 Q2	$29.2M	Sell	309,315 -14,034	-4%	-$1.43M	0.56%	41
2022 Q1	$35.5M	Buy	323,349 +664	+0.2%	+$71.7K	0.58%	35
2021 Q4	$35.7M	Sell	322,685 -1,322	-0.4%	-$144K	0.56%	35
2021 Q3	$33.4M	Sell	324,007 -2,305	-0.7%	-$242K	0.57%	36
2021 Q2	$34.4M	Buy	326,312 +734	+0.2%	+$78.4K	0.59%	34
2021 Q1	$33.2M	Sell	325,578 -27,131	-8%	-$2.59M	0.7%	34
2020 Q4	$30.4M	Sell	352,709 -27,011	-7%	-$2.12M	0.69%	33
2020 Q3	$25.6M	Sell	379,720 -13,320	-3%	-$920K	0.66%	33
2020 Q2	$26.1M	Buy	393,040 +3,048	+0.8%	+$191K	0.75%	29
2020 Q1	$21.4M	Sell	389,992 -4,090	-1%	-$307K	0.77%	31
2019 Q4	$33.6M	Buy	+394,082	New	+$32.4M	0.98%	26

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings's IJJ Position: Q2 2026 in Review

Equitable Holdings reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7% in Q2 2026, selling an estimated $157K and leaving 14,691 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #710.

Equitable Holdings first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.7M in Q4 2021. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Equitable Holdings held 14,691 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.17M as of Q2 2026.
Equitable Holdings sold 1,108 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $157K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #710 holding.
Equitable Holdings first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's iShares S&P Mid-Cap 400 Value ETF position peaked at $35.7M in Q4 2021.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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