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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
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
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 Trust's IJK Position: Q1 2026 in Review

Equitable Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,138 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #359.

Equitable Trust first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Equitable Trust held 4,138 shares of iShares S&P Mid-Cap 400 Growth ETF worth $416K as of Q1 2026.
  • Equitable Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #359 holding.
  • Equitable Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.