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

Equitable Trust’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.71M Buy
22,541
+436
+2% +$68.8K 0.15% 118
2026
Q1 		$3.22M Sell
22,105
-1,190
-5% -$177K 0.15% 119
2025
Q4 		$3.29M Buy
23,295
+1,168
+5% +$163K 0.15% 119
2025
Q3 		$3.09M Buy
22,127
+176
+0.8% +$24.1K 0.14% 124
2025
Q2 		$2.9M Sell
21,951
-304
-1% -$38.1K 0.14% 128
2025
Q1 		$2.8M Buy
22,255
+3,786
+20% +$493K 0.16% 121
2024
Q4 		$2.39M Buy
+18,469
New +$2.47M 0.13% 138

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Equitable Trust's IWS Position: Q2 2026 in Review

Equitable Trust increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q2 2026, buying an estimated $68.8K and bringing the position to 22,541 shares worth $3.71M. The position accounts for 0.15% of the portfolio, ranked #118.

Equitable Trust first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Equitable Trust held 22,541 shares of iShares Russell Mid-Cap Value ETF worth $3.71M as of Q2 2026.
  • Equitable Trust bought 436 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $68.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.15% of Equitable Trust's portfolio in Q2 2026, its #118 holding.
  • Equitable Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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