Equitable Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Equitable Trust’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669K	Hold	4,896	–	–	0.03%	284
2026 Q1	$580K	Hold	4,896	–	–	0.03%	295
2025 Q4	$557K	Hold	4,896	–	–	0.02%	303
2025 Q3	$541K	Hold	4,896	–	–	0.02%	308
2025 Q2	$487K	Sell	4,896 -3,692	-43%	-$349K	0.02%	311
2025 Q1	$837K	Hold	8,588	–	–	0.05%	243
2024 Q4	$933K	Buy	+8,588	New	+$952K	0.05%	237

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Equitable Trust's IJS Position: Q2 2026 in Review

Equitable Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 4,896 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #284.

Equitable Trust first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $933K in Q4 2024. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Equitable Trust held 4,896 shares of iShares S&P Small-Cap 600 Value ETF worth $669K as of Q2 2026.
Equitable Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #284 holding.
Equitable Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $933K in Q4 2024.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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