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

Equitable Trust’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 Q2	$486K	Hold	4,138	–	–	0.02%	328
2026 Q1	$416K	Hold	4,138	–	–	0.02%	359
2025 Q4	$401K	Hold	4,138	–	–	0.02%	355
2025 Q3	$397K	Sell	4,138 -21	-0.5%	-$1.98K	0.02%	357
2025 Q2	$378K	Hold	4,159	–	–	0.02%	348
2025 Q1	$346K	Buy	4,159 +21	+0.5%	+$1.89K	0.02%	380
2024 Q4	$376K	Buy	+4,138	New	+$390K	0.02%	375

Other funds holding IJK

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Equitable Trust's IJK Position: Q2 2026 in Review

Equitable Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,138 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #328.

Equitable Trust first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Equitable Trust held 4,138 shares of iShares S&P Mid-Cap 400 Growth ETF worth $486K as of Q2 2026.
Equitable Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #328 holding.
Equitable Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.