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

Equitable Trust’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Hold
5,532
– – 0.03% 292
2026
Q1 		$538K Hold
5,532
– – 0.02% 312
2025
Q4 		$533K Hold
5,532
– – 0.02% 307
2025
Q3 		$534K Buy
5,532
+206
+4% +$19.5K 0.02% 311
2025
Q2 		$490K Sell
5,326
-128
-2% -$11.1K 0.02% 310
2025
Q1 		$464K Buy
5,454
+488
+10% +$43.5K 0.03% 320
2024
Q4 		$439K Buy
+4,966
New +$451K 0.02% 343

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Equitable Trust's IWR Position: Q2 2026 in Review

Equitable Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,532 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #292.

Equitable Trust first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Equitable Trust held 5,532 shares of iShares Russell Mid-Cap ETF worth $610K as of Q2 2026.
  • Equitable Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #292 holding.
  • Equitable Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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