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iShares Russell 1000 Value Index shares owned by Equitable Trust

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Equitable Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 21k 203.59
2025-06-30 $4.0M 21k 194.23
2025-03-31 $3.9M 21k 188.16
2024-12-31 $3.5M 19k 185.13

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Microsoft Corporation (MSFT)
Hca Holdings (HCA)
Vanguard Value ETF (VTV)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Shopify Inc cl a (SHOP)
Ishares Core Intl Stock Etf core (IXUS)
Perimeter Solutions (PRM)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf (SPY)
Energy Select Sector SPDR (XLE)
Oracle Corporation (ORCL)

View all positions for Equitable Trust

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index