Equitable Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Equitable Trust’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.7M	Sell	232,477 -9,471	-4%	-$715K	0.7%	31
2026 Q2	$18.7M	Buy	241,948 +4,806	+2%	+$353K	0.78%	31
2026 Q1	$16M	Sell	237,142 -58	-0%	-$4.02K	0.74%	29
2025 Q4	$15.7M	Sell	237,200 -11,101	-4%	-$727K	0.7%	32
2025 Q3	$16.2M	Sell	248,301 -312	-0.1%	-$20.1K	0.74%	32
2025 Q2	$15.4M	Buy	248,613 +18,933	+8%	+$1.11M	0.77%	34
2025 Q1	$13.4M	Buy	229,680 +6,578	+3%	+$408K	0.74%	33
2024 Q4	$13.9M	Buy	+223,102	New	+$14.3M	0.78%	31

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Equitable Trust's IJH Position: Q3 2026 in Review

Equitable Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q3 2026, selling an estimated $715K and leaving 232,477 shares worth $16.7M. The position accounts for 0.7% of the portfolio, ranked #31.

Equitable Trust first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.7M in Q2 2026. 560 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Equitable Trust held 232,477 shares of iShares Core S&P Mid-Cap ETF worth $16.7M as of Q3 2026.
Equitable Trust sold 9,471 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $715K.
iShares Core S&P Mid-Cap ETF made up 0.7% of Equitable Trust's portfolio in Q3 2026, its #31 holding.
Equitable Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's iShares Core S&P Mid-Cap ETF position peaked at $18.7M in Q2 2026.
560 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.