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Equitable Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Equitable Trust’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Buy
5,352
+122
+2% +$40.6K 0.08% 169
2025
Q4 		$1.69M Buy
5,230
+61
+1% +$19.8K 0.08% 171
2025
Q3 		$1.65M Buy
5,169
+1
+0% +$302 0.08% 169
2025
Q2 		$1.48M Buy
5,168
+399
+8% +$105K 0.07% 176
2025
Q1 		$1.22M Buy
4,769
+953
+25% +$269K 0.07% 196
2024
Q4 		$1.1M Buy
+3,816
New +$1.13M 0.06% 209

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Equitable Trust's IWO Position: Q1 2026 in Review

Equitable Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2026, buying an estimated $40.6K and bringing the position to 5,352 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #169.

Equitable Trust first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Equitable Trust held 5,352 shares of iShares Russell 2000 Growth ETF worth $1.68M as of Q1 2026.
  • Equitable Trust bought 122 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $40.6K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Equitable Trust's portfolio in Q1 2026, its #169 holding.
  • Equitable Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Equitable Trust's iShares Russell 2000 Growth ETF position peaked at $1.69M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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