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Equitable Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Equitable Trust’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.04M Hold
20,779
– – 0.2% 91
2025
Q1 		$3.91M Buy
20,779
+1,750
+9% +$329K 0.22% 90
2024
Q4 		$3.52M Buy
+19,029
New +$3.52M 0.2% 102