Equitable Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.83M	Sell	17,769 -330	-2%	-$71.2K	0.19%	99
2025 Q1	$3.61M	Sell	18,099 -2,737	-13%	-$546K	0.2%	95
2024 Q4	$4.6M	Buy	+20,836	New	+$4.6M	0.26%	79