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

Equitable Trust’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 Q3	$10.4M	Sell	76,590 -3,859	-5%	-$558K	0.44%	54
2026 Q2	$11.9M	Buy	80,449 +4,456	+6%	+$612K	0.5%	47
2026 Q1	$9.45M	Sell	75,993 -3,415	-4%	-$434K	0.44%	52
2025 Q4	$9.5M	Sell	79,408 -6,724	-8%	-$804K	0.43%	48
2025 Q3	$10.2M	Sell	86,132 -25	-0%	-$2.88K	0.47%	45
2025 Q2	$9.42M	Sell	86,157 -42,290	-33%	-$4.37M	0.47%	46
2025 Q1	$13.4M	Buy	128,447 +6,331	+5%	+$714K	0.74%	32
2024 Q4	$14.1M	Buy	+122,116	New	+$14.6M	0.79%	30

Other funds holding IJR

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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Equitable Trust's IJR Position: Q3 2026 in Review

Equitable Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.8% in Q3 2026, selling an estimated $558K and leaving 76,590 shares worth $10.4M. The position accounts for 0.44% of the portfolio, ranked #54.

Equitable Trust first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.1M in Q4 2024. 771 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Equitable Trust held 76,590 shares of iShares Core S&P Small-Cap ETF worth $10.4M as of Q3 2026.
Equitable Trust sold 3,859 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $558K.
iShares Core S&P Small-Cap ETF made up 0.44% of Equitable Trust's portfolio in Q3 2026, its #54 holding.
Equitable Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's iShares Core S&P Small-Cap ETF position peaked at $14.1M in Q4 2024.
771 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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