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iShares S&P MidCap 400 Value Index shares owned by Equitable Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Equitable Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $436k 3.5k 124.96
2024-09-30 $446k 3.6k 123.62

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Vanguard Value ETF (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Hca Holdings (HCA)
Energy Select Sector SPDR (XLE)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)
Schwab Strategic Tr us dividend eq (SCHD)
Ishares Core Intl Stock Etf core (IXUS)
Shopify Inc cl a (SHOP)
Perimeter Solutions
Crown Castle Intl (CCI)

View all positions for Equitable Trust

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Northern Trust
Financial Engines Advisors L.L.C
Raymond James & Associates
LPL Financial

View all funds holding iShares S&P MidCap 400 Value Index