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EQ LLC’s iShares Russell 1000 ETF IWB Stock Holding History

EQ LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
4,467
-229
-5% -$90.8K 0.45% 35
2026
Q1 		$1.67M Buy
4,696
+1
+0% +$373 0.47% 32
2025
Q4 		$1.75M Buy
4,695
+239
+5% +$88.5K 0.51% 36
2025
Q3 		$1.63M Sell
4,456
-139
-3% -$49K 0.55% 32
2025
Q2 		$1.56M Buy
4,595
+1
+0% +$314 0.61% 29
2025
Q1 		$1.41M Hold
4,594
– – 0.66% 30
2024
Q4 		$1.48M Buy
4,594
+1
+0% +$324 0.7% 27
2024
Q3 		$1.44M Buy
4,593
+413
+10% +$125K 0.72% 25
2024
Q2 		$1.24M Buy
4,180
+2
+0% +$574 0.74% 28
2024
Q1 		$1.2M Hold
4,178
– – 0.74% 29
2023
Q4 		$1.1M Buy
4,178
+3
+0.1% +$735 0.81% 27
2023
Q3 		$981K Hold
4,175
– – 0.73% 29
2023
Q2 		$1.02M Buy
4,175
+1
+0% +$230 0.84% 25
2023
Q1 		$940K Buy
4,174
+141
+3% +$31K 0.71% 30
2022
Q4 		$849K Buy
4,033
+1
+0% +$212 0.68% 30
2022
Q3 		$796K Buy
4,032
+1
+0% +$219 0.69% 31
2022
Q2 		$837K Buy
4,031
+1
+0% +$226 0.66% 32
2022
Q1 		$1.01M Sell
4,030
-63
-2% -$15.6K 0.73% 24
2021
Q4 		$1.08M Sell
4,093
-262
-6% -$67.4K 0.75% 28
2021
Q3 		$1.05M Sell
4,355
-35
-0.8% -$8.7K 0.8% 25
2021
Q2 		$1.06M Sell
4,390
-37
-0.8% -$8.72K 0.81% 27
2021
Q1 		$991K Sell
4,427
-13
-0.3% -$2.85K 0.83% 22
2020
Q4 		$941K Buy
+4,440
New +$886K 0.87% 29

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

EQ LLC's IWB Position: Q2 2026 in Review

EQ LLC reduced its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q2 2026, selling an estimated $90.8K and leaving 4,467 shares worth $1.83M. The position accounts for 0.45% of the portfolio, ranked #35.

EQ LLC first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 751 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • EQ LLC held 4,467 shares of iShares Russell 1000 ETF worth $1.83M as of Q2 2026.
  • EQ LLC sold 229 iShares Russell 1000 ETF shares in Q2 2026, an estimated $90.8K.
  • iShares Russell 1000 ETF made up 0.45% of EQ LLC's portfolio in Q2 2026, its #35 holding.
  • EQ LLC first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.