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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Sell	5,326 -128	-2%	-$11.8K	0.02%	310
2025 Q1	$464K	Buy	5,454 +488	+10%	+$41.5K	0.03%	320
2024 Q4	$439K	Buy	+4,966	New	+$439K	0.02%	343