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 Q3	$548K	Sell	5,132 -400	-7%	-$44.3K	0.02%	298
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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Equitable Trust's IWR Position: Q3 2026 in Review

Equitable Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.2% in Q3 2026, selling an estimated $44.3K and leaving 5,132 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #298.

Equitable Trust first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $610K in Q2 2026. 347 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Equitable Trust held 5,132 shares of iShares Russell Mid-Cap ETF worth $548K as of Q3 2026.
Equitable Trust sold 400 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $44.3K.
iShares Russell Mid-Cap ETF made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #298 holding.
Equitable Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's iShares Russell Mid-Cap ETF position peaked at $610K in Q2 2026.
347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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