Equitable Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Equitable Trust’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.1M	Sell	57,196 -2,212	-4%	-$251K	0.28%	71
2025 Q4	$7.03M	Buy	59,408 +116	+0.2%	+$13.7K	0.31%	64
2025 Q3	$6.94M	Buy	59,292 +17,176	+41%	+$1.91M	0.32%	63
2025 Q2	$4.47M	Sell	42,116 -4,640	-10%	-$444K	0.22%	83
2025 Q1	$4.22M	Buy	46,756 +8,776	+23%	+$866K	0.23%	84
2024 Q4	$3.81M	Buy	+37,980	New	+$3.74M	0.21%	95

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Equitable Trust's IWF Position: Q1 2026 in Review

Equitable Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q1 2026, selling an estimated $251K and leaving 57,196 shares worth $6.1M. The position accounts for 0.28% of the portfolio, ranked #71.

Equitable Trust first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.03M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Equitable Trust held 57,196 shares of iShares Russell 1000 Growth ETF worth $6.1M as of Q1 2026.
Equitable Trust sold 2,212 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $251K.
iShares Russell 1000 Growth ETF made up 0.28% of Equitable Trust's portfolio in Q1 2026, its #71 holding.
Equitable Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Equitable Trust's iShares Russell 1000 Growth ETF position peaked at $7.03M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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