Equitable Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Equitable Trust’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.23M	Sell	35,705 -351	-1%	-$48.4K	0.22%	92
2026 Q1	$4.62M	Buy	36,056 +964	+3%	+$130K	0.21%	89
2025 Q4	$4.81M	Buy	35,092 +745	+2%	+$104K	0.21%	89
2025 Q3	$4.89M	Buy	34,347 +13,583	+65%	+$1.92M	0.22%	86
2025 Q2	$2.88M	Buy	20,764 +6,032	+41%	+$763K	0.14%	129
2025 Q1	$1.73M	Buy	14,732 +2,558	+21%	+$329K	0.1%	163
2024 Q4	$1.54M	Buy	+12,174	New	+$1.55M	0.09%	168

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Equitable Trust's IWP Position: Q2 2026 in Review

Equitable Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.97% in Q2 2026, selling an estimated $48.4K and leaving 35,705 shares worth $5.23M. The position accounts for 0.22% of the portfolio, ranked #92.

Equitable Trust first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Equitable Trust held 35,705 shares of iShares Russell Mid-Cap Growth ETF worth $5.23M as of Q2 2026.
Equitable Trust sold 351 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.4K.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Equitable Trust's portfolio in Q2 2026, its #92 holding.
Equitable Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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