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

Equitable Trust’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Sell
17,713
-861
-5% -$242K 0.22% 89
2026
Q1 		$4.61M Buy
18,574
+407
+2% +$105K 0.21% 90
2025
Q4 		$4.47M Buy
18,167
+295
+2% +$72.5K 0.2% 94
2025
Q3 		$4.32M Buy
17,872
+103
+0.6% +$23.6K 0.2% 95
2025
Q2 		$3.83M Sell
17,769
-330
-2% -$66.4K 0.19% 99
2025
Q1 		$3.61M Sell
18,099
-2,737
-13% -$594K 0.2% 95
2024
Q4 		$4.6M Buy
+20,836
New +$4.75M 0.26% 79

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Equitable Trust's IWM Position: Q2 2026 in Review

Equitable Trust reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, selling an estimated $242K and leaving 17,713 shares worth $5.32M. The position accounts for 0.22% of the portfolio, ranked #89.

Equitable Trust first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Equitable Trust held 17,713 shares of iShares Russell 2000 ETF worth $5.32M as of Q2 2026.
  • Equitable Trust sold 861 iShares Russell 2000 ETF shares in Q2 2026, an estimated $242K.
  • iShares Russell 2000 ETF made up 0.22% of Equitable Trust's portfolio in Q2 2026, its #89 holding.
  • Equitable Trust first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 970 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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