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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
Q3 		$2.39M Buy
6,702
+221
+3% +$83.4K 0.1% 147
2026
Q2 		$2.55M Buy
6,481
+1,129
+21% +$412K 0.11% 144
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

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust's IWO Position: Q3 2026 in Review

Equitable Trust increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.4% in Q3 2026, buying an estimated $83.4K and bringing the position to 6,702 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #147.

Equitable Trust first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q2 2026. 214 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Equitable Trust held 6,702 shares of iShares Russell 2000 Growth ETF worth $2.39M as of Q3 2026.
  • Equitable Trust bought 221 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $83.4K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Equitable Trust's portfolio in Q3 2026, its #147 holding.
  • Equitable Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Equitable Trust's iShares Russell 2000 Growth ETF position peaked at $2.55M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.