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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8M Buy
28,035
+7,102
+34% +$1.65M 0.28% 75
2026
Q1 		$4.47M Hold
20,933
– – 0.21% 91
2025
Q4 		$4.4M Hold
20,933
– – 0.2% 97
2025
Q3 		$4.26M Buy
20,933
+154
+0.7% +$30.6K 0.2% 98
2025
Q2 		$4.04M Hold
20,779
– – 0.2% 91
2025
Q1 		$3.91M Buy
20,779
+1,750
+9% +$333K 0.22% 90
2024
Q4 		$3.52M Buy
+19,029
New +$3.65M 0.2% 102

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Equitable Trust's IWD Position: Q2 2026 in Review

Equitable Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q2 2026, buying an estimated $1.65M and bringing the position to 28,035 shares worth $6.8M. The position accounts for 0.28% of the portfolio, ranked #75.

Equitable Trust first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Equitable Trust held 28,035 shares of iShares Russell 1000 Value ETF worth $6.8M as of Q2 2026.
  • Equitable Trust bought 7,102 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Russell 1000 Value ETF made up 0.28% of Equitable Trust's portfolio in Q2 2026, its #75 holding.
  • Equitable Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.