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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
2,632
-869
-25% -$107K 0.02% 369
2025
Q1
$419K Buy
3,501
+15
+0.4% +$1.8K 0.02% 338
2024
Q4
$436K Sell
3,486
-119
-3% -$14.9K 0.02% 345
2024
Q3
$446K Buy
+3,605
New +$446K 0.03% 334