EH
IJK icon

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

Equitable Holdings’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Sell
143,448
-55,074
-28% -$5.66M 0.07% 255
2025
Q4 		$19.2M Buy
198,522
+15,014
+8% +$1.45M 0.13% 144
2025
Q3 		$17.6M Buy
183,508
+34,756
+23% +$3.27M 0.13% 140
2025
Q2 		$13.5M Sell
148,752
-73,068
-33% -$6.26M 0.11% 163
2025
Q1 		$18.5M Buy
221,820
+81,844
+58% +$7.37M 0.18% 113
2024
Q4 		$12.7M Buy
139,976
+46,554
+50% +$4.38M 0.12% 144
2024
Q3 		$8.59M Buy
93,422
+11,663
+14% +$1.04M 0.08% 195
2024
Q2 		$7.2M Buy
81,759
+23,453
+40% +$2.07M 0.08% 206
2024
Q1 		$5.32M Buy
58,306
+17,057
+41% +$1.42M 0.06% 228
2023
Q4 		$3.27M Sell
41,249
-18,024
-30% -$1.32M 0.04% 295
2023
Q3 		$4.28M Sell
59,273
-50,339
-46% -$3.8M 0.06% 221
2023
Q2 		$8.22M Buy
109,612
+1,441
+1% +$103K 0.12% 131
2023
Q1 		$7.74M Buy
108,171
+23,409
+28% +$1.67M 0.12% 129
2022
Q4 		$5.79M Sell
84,762
-3,574
-4% -$246K 0.1% 148
2022
Q3 		$5.57M Buy
88,336
+44,698
+102% +$3.09M 0.11% 138
2022
Q2 		$2.78M Buy
43,638
+27,023
+163% +$1.9M 0.05% 217
2022
Q1 		$1.28M Sell
16,615
-245
-1% -$18.9K 0.02% 360
2021
Q4 		$1.44M Buy
16,860
+3,706
+28% +$311K 0.02% 331
2021
Q3 		$1.04M Buy
13,154
+2,350
+22% +$191K 0.02% 371
2021
Q2 		$874K Sell
10,804
-9,447
-47% -$758K 0.02% 403
2021
Q1 		$1.59M Sell
20,251
-208,767
-91% -$16.1M 0.03% 280
2020
Q4 		$16.5M Buy
229,018
+54
+0% +$3.6K 0.38% 51
2020
Q3 		$13.7M Sell
228,964
-5,464
-2% -$325K 0.35% 55
2020
Q2 		$13.1M Sell
234,428
-1,740
-0.7% -$90.4K 0.38% 52
2020
Q1 		$10.5M Buy
236,168
+5,076
+2% +$279K 0.38% 55
2019
Q4 		$13.8M Buy
+231,092
New +$13.2M 0.4% 51

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings's IJK Position: Q1 2026 in Review

Equitable Holdings reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 28% in Q1 2026, selling an estimated $5.66M and leaving 143,448 shares worth $11.5M. The position accounts for 0.07% of the portfolio, ranked #255.

Equitable Holdings first reported a position in IJK in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.2M in Q4 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Equitable Holdings held 143,448 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11.5M as of Q1 2026.
  • Equitable Holdings sold 55,074 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $5.66M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Equitable Holdings's portfolio in Q1 2026, its #255 holding.
  • Equitable Holdings first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares S&P Mid-Cap 400 Growth ETF position peaked at $19.2M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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