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 Q2	$248K	Buy	+606	New	+$240K	﹤0.01%	70
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equity Investment Corp's IWB Position: Q2 2026 in Review

Equity Investment Corp opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 606 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #70 among its holdings. This is a return to the name: Equity Investment Corp previously reported a position in IWB as recently as Q4 2025.

Equity Investment Corp first reported a position in IWB in Q4 2018 and has held it in 5 quarters since. The position peaked at $26.6M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Equity Investment Corp held 606 shares of iShares Russell 1000 ETF worth $248K as of Q2 2026.
iShares Russell 1000 ETF was a new Equity Investment Corp position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Equity Investment Corp's portfolio in Q2 2026, its #70 holding.
Equity Investment Corp first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 5 quarters since.
Equity Investment Corp's iShares Russell 1000 ETF position peaked at $26.6M in Q4 2025.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Equity Investment Corp's 13F filing for Q2 2026, filed 7 Aug 2026.