EH
IJR icon

Equitable Holdings’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Equitable Holdings’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.8M Sell
592,268
-36,190
-6% -$4.97M 0.52% 40
2026
Q1 		$7.59M Buy
628,458
+64,092
+11% +$8.14M 0.05% 330
2025
Q4 		$67.8M Buy
564,366
+35,906
+7% +$4.29M 0.46% 46
2025
Q3 		$62.8M Buy
528,460
+24,951
+5% +$2.87M 0.46% 43
2025
Q2 		$55M Buy
503,509
+15,176
+3% +$1.57M 0.45% 45
2025
Q1 		$51.1M Sell
488,333
-54,187
-10% -$6.11M 0.48% 41
2024
Q4 		$62.5M Sell
542,520
-34,242
-6% -$4.09M 0.59% 36
2024
Q3 		$67.5M Buy
576,762
+19,815
+4% +$2.24M 0.65% 36
2024
Q2 		$59.4M Buy
556,947
+100,054
+22% +$10.7M 0.62% 34
2024
Q1 		$50.5M Buy
456,893
+6,827
+2% +$725K 0.57% 41
2023
Q4 		$48.7M Buy
450,066
+57,557
+15% +$5.55M 0.6% 36
2023
Q3 		$37M Buy
392,509
+29,272
+8% +$2.92M 0.53% 45
2023
Q2 		$36.2M Buy
363,237
+20,572
+6% +$1.96M 0.52% 46
2023
Q1 		$33.1M Sell
342,665
-4,715
-1% -$471K 0.53% 45
2022
Q4 		$32.9M Buy
347,380
+47,895
+16% +$4.59M 0.57% 42
2022
Q3 		$26.1M Buy
299,485
+55,631
+23% +$5.4M 0.51% 43
2022
Q2 		$22.5M Buy
243,854
+17,720
+8% +$1.76M 0.43% 51
2022
Q1 		$24.4M Sell
226,134
-2,518
-1% -$272K 0.4% 52
2021
Q4 		$26.2M Buy
228,652
+14,457
+7% +$1.65M 0.41% 50
2021
Q3 		$23.4M Buy
214,195
+24,865
+13% +$2.74M 0.4% 49
2021
Q2 		$21.4M Buy
189,330
+48,055
+34% +$5.36M 0.37% 50
2021
Q1 		$15.3M Buy
141,275
+21,343
+18% +$2.23M 0.32% 55
2020
Q4 		$11M Sell
119,932
-53,243
-31% -$4.37M 0.25% 68
2020
Q3 		$12.2M Buy
173,175
+4,231
+3% +$303K 0.31% 58
2020
Q2 		$11.5M Buy
168,944
+41,425
+32% +$2.62M 0.33% 57
2020
Q1 		$7.16M Buy
127,519
+3,993
+3% +$297K 0.26% 71
2019
Q4 		$10.4M Buy
+123,526
New +$9.94M 0.3% 58

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Equitable Holdings's IJR Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q2 2026, selling an estimated $4.97M and leaving 592,268 shares worth $87.8M. The position accounts for 0.52% of the portfolio, ranked #40.

Equitable Holdings first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Equitable Holdings held 592,268 shares of iShares Core S&P Small-Cap ETF worth $87.8M as of Q2 2026.
  • Equitable Holdings sold 36,190 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.97M.
  • iShares Core S&P Small-Cap ETF made up 0.52% of Equitable Holdings's portfolio in Q2 2026, its #40 holding.
  • Equitable Holdings first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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