Equity Investment Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Equity Investment Corp’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-71,179	Closed	-$26.6M	–	73
2025 Q4	$26.6M	Buy	+71,179	New	+$26.4M	0.54%	45
2022 Q4	–	Sell	-2,349	Closed	-$464K	–	58
2022 Q3	$464K	Buy	+2,349	New	+$515K	0.02%	52
2020 Q2	–	Sell	-12,228	Closed	-$1.73M	–	52
2020 Q1	$1.73M	Buy	+12,228	New	+$2.07M	0.09%	43
2019 Q1	–	Sell	-4,280	Closed	-$594K	–	62
2018 Q4	$594K	Buy	+4,280	New	+$640K	0.02%	41

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Equity Investment Corp's IWB Position: Q1 2026 in Review

Equity Investment Corp sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 71,179 shares — an estimated $26.6M sold.

Equity Investment Corp first reported a position in IWB in Q4 2018 and held it in 4 quarters. The position peaked at $26.6M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Equity Investment Corp reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Equity Investment Corp sold 71,179 iShares Russell 1000 ETF shares in Q1 2026, an estimated $26.6M.
Equity Investment Corp first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 4 quarters.
Equity Investment Corp's iShares Russell 1000 ETF position peaked at $26.6M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Equity Investment Corp's 13F filing for Q1 2026, filed 4 May 2026.