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Equitable Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Equitable Trust’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$794K Buy
4,188
+896
+27% +$173K 0.04% 252
2025
Q4 		$597K Buy
3,292
+1,586
+93% +$285K 0.03% 297
2025
Q3 		$302K Buy
1,706
+159
+10% +$26.8K 0.01% 386
2025
Q2 		$244K Sell
1,547
-410
-21% -$61.1K 0.01% 408
2025
Q1 		$295K Buy
1,957
+410
+27% +$66.2K 0.02% 402
2024
Q4 		$254K Buy
+1,547
New +$264K 0.01% 435

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Equitable Trust's IWN Position: Q1 2026 in Review

Equitable Trust increased its iShares Russell 2000 Value ETF (IWN) stake by 27% in Q1 2026, buying an estimated $173K and bringing the position to 4,188 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #252.

Equitable Trust first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Equitable Trust held 4,188 shares of iShares Russell 2000 Value ETF worth $794K as of Q1 2026.
  • Equitable Trust bought 896 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $173K.
  • iShares Russell 2000 Value ETF made up 0.04% of Equitable Trust's portfolio in Q1 2026, its #252 holding.
  • Equitable Trust first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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