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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Equitable Trust's IWB Position: Q1 2026 in Review

Equitable Trust held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 3,896 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #189.

Equitable Trust first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Equitable Trust held 3,896 shares of iShares Russell 1000 ETF worth $1.39M as of Q1 2026.
Equitable Trust left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.06% of Equitable Trust's portfolio in Q1 2026, its #189 holding.
Equitable Trust first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
Equitable Trust's iShares Russell 1000 ETF position peaked at $1.58M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.