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iShares Russell 2000 Value Index shares owned by Equitable Trust

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Value Index by Equitable Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 1.7k 176.81
2025-06-30 $244k 1.5k 157.76
2025-03-31 $296k 2.0k 150.98
2024-12-31 $254k 1.5k 164.17

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 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index