Equitable Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Equitable Trust’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 Q3	$1.52M	Sell	3,654 -242	-6%	-$101K	0.06%	188
2026 Q2	$1.6M	Hold	3,896	–	–	0.07%	186
2026 Q1	$1.39M	Hold	3,896	–	–	0.06%	189
2025 Q4	$1.45M	Sell	3,896 -421	-10%	-$156K	0.07%	189
2025 Q3	$1.58M	Hold	4,317	–	–	0.07%	173
2025 Q2	$1.47M	Sell	4,317 -11	-0.3%	-$3.45K	0.07%	178
2025 Q1	$1.33M	Buy	4,328 +11	+0.3%	+$3.56K	0.07%	188
2024 Q4	$1.39M	Hold	4,317	–	–	0.08%	180
2024 Q3	$1.36M	Hold	4,317	–	–	0.09%	165
2024 Q2	$1.28M	Hold	4,317	–	–	0.09%	158
2024 Q1	$1.24M	Hold	4,317	–	–	0.09%	170
2023 Q4	$1.13M	Hold	4,317	–	–	0.09%	161
2023 Q3	$1.01M	Sell	4,317 -100	-2%	-$24.5K	0.08%	163
2023 Q2	$1.08M	Hold	4,417	–	–	0.08%	162
2023 Q1	$995K	Sell	4,417 -350	-7%	-$77K	0.08%	171
2022 Q4	$1M	Buy	+4,767	New	+$1.01M	0.08%	177

Other funds holding IWB

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HFA

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Equitable Trust's IWB Position: Q3 2026 in Review

Equitable Trust reduced its iShares Russell 1000 ETF (IWB) stake by 6.2% in Q3 2026, selling an estimated $101K and leaving 3,654 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #188.

Equitable Trust first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q2 2026. 362 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Equitable Trust held 3,654 shares of iShares Russell 1000 ETF worth $1.52M as of Q3 2026.
Equitable Trust sold 242 iShares Russell 1000 ETF shares in Q3 2026, an estimated $101K.
iShares Russell 1000 ETF made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #188 holding.
Equitable Trust first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
Equitable Trust's iShares Russell 1000 ETF position peaked at $1.6M in Q2 2026.
362 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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