William Blair & Company’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

William Blair & Company’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.2K	Hold	982	–	–	﹤0.01%	1758
2026 Q1	$54.1K	Hold	982	–	–	﹤0.01%	1689
2025 Q4	$51.7K	Hold	982	–	–	﹤0.01%	1654
2025 Q3	$51.1K	Hold	982	–	–	﹤0.01%	1637
2025 Q2	$48.4K	Hold	982	–	–	﹤0.01%	1610
2025 Q1	$46.4K	Hold	982	–	–	﹤0.01%	1599
2024 Q4	$47.4K	Hold	982	–	–	﹤0.01%	1617
2024 Q3	$47.8K	Hold	982	–	–	﹤0.01%	1640
2024 Q2	$43.8K	Hold	982	–	–	﹤0.01%	1617
2024 Q1	$45.4K	Hold	982	–	–	﹤0.01%	1606
2023 Q4	$43.3K	Hold	982	–	–	﹤0.01%	1596
2023 Q3	$39.2K	Sell	982 -1,507	-61%	-$63.3K	﹤0.01%	1611
2023 Q2	$104K	Buy	2,489 +982	+65%	+$39.8K	﹤0.01%	1515
2023 Q1	$60.8K	Buy	+1,507	New	+$63K	﹤0.01%	1562
2020 Q2	–	Sell	-697	Closed	-$17K	–	1691
2020 Q1	$17K	Hold	697	–	–	﹤0.01%	1507
2019 Q4	$24K	Hold	697	–	–	﹤0.01%	1559
2019 Q3	$22K	Hold	697	–	–	﹤0.01%	1533
2019 Q2	$23K	Buy	+697	New	+$22.5K	﹤0.01%	1570

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

William Blair & Company's EQAL Position: Q2 2026 in Review

William Blair & Company held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 982 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

William Blair & Company first reported a position in EQAL in Q2 2019 and has held it in 18 quarters since. The position peaked at $104K in Q2 2023. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

William Blair & Company held 982 shares of Invesco Russell 1000 Equal Weight ETF worth $58.2K as of Q2 2026.
William Blair & Company left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1758 holding.
William Blair & Company first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2019 and has held it in 18 quarters since.
William Blair & Company's Invesco Russell 1000 Equal Weight ETF position peaked at $104K in Q2 2023.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.