Equitable Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Equitable Holdings’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.8M	Buy	333,125 +57,353	+21%	+$7.57M	0.27%	80
2026 Q1	$33.9M	Buy	275,772 +156	+0.1%	+$18.8K	0.22%	104
2025 Q4	$34M	Buy	275,616 +59,034	+27%	+$7.23M	0.23%	95
2025 Q3	$26.1M	Buy	216,582 +40,545	+23%	+$4.66M	0.19%	112
2025 Q2	$19.4M	Sell	176,037 -48,291	-22%	-$4.78M	0.16%	119
2025 Q1	$20.8M	Buy	224,328 +64,153	+40%	+$6.47M	0.2%	108
2024 Q4	$16.3M	Sell	160,175 -116,102	-42%	-$11.6M	0.15%	115
2024 Q3	$26.5M	Sell	276,277 -247,967	-47%	-$22.9M	0.26%	82
2024 Q2	$48.5M	Sell	524,244 -134,467	-20%	-$11.6M	0.51%	43
2024 Q1	$55.6M	Sell	658,711 -137,045	-17%	-$11M	0.63%	37
2023 Q4	$59.8M	Buy	795,756 +12,351	+2%	+$879K	0.74%	28
2023 Q3	$53.6M	Sell	783,405 -16,498	-2%	-$1.17M	0.77%	26
2023 Q2	$56.4M	Sell	799,903 -56,027	-7%	-$3.7M	0.81%	23
2023 Q1	$54.7M	Sell	855,930 -526	-0.1%	-$32.2K	0.87%	23
2022 Q4	$50.1M	Sell	856,456 -5,674	-0.7%	-$341K	0.87%	25
2022 Q3	$49.9M	Sell	862,130 -35,979	-4%	-$2.34M	0.97%	24
2022 Q2	$54.2M	Sell	898,109 -943,561	-51%	-$62.4M	1.03%	23
2022 Q1	$141M	Sell	1,841,670 -22,024	-1%	-$1.65M	2.3%	12
2021 Q4	$156M	Sell	1,863,694 -471,909	-20%	-$38M	2.46%	12
2021 Q3	$173M	Sell	2,335,603 -127,463	-5%	-$9.72M	2.95%	9
2021 Q2	$179M	Sell	2,463,066 -336,556	-12%	-$23.3M	3.09%	9
2021 Q1	$182M	Sell	2,799,622 -299,113	-10%	-$19.3M	3.85%	4
2020 Q4	$198M	Sell	3,098,735 -17,521	-0.6%	-$1.06M	4.5%	2
2020 Q3	$180M	Sell	3,116,256 -108,492	-3%	-$6.14M	4.64%	2
2020 Q2	$167M	Sell	3,224,748 -5,264	-0.2%	-$252K	4.81%	2
2020 Q1	$133M	Sell	3,230,012 -95,112	-3%	-$4.5M	4.79%	2
2019 Q4	$161M	Buy	+3,325,124	New	+$154M	4.7%	2

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Equitable Holdings's IVW Position: Q2 2026 in Review

Equitable Holdings increased its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, buying an estimated $7.57M and bringing the position to 333,125 shares worth $45.8M. The position accounts for 0.27% of the portfolio, ranked #80.

Equitable Holdings first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $198M in Q4 2020. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Equitable Holdings held 333,125 shares of iShares S&P 500 Growth ETF worth $45.8M as of Q2 2026.
Equitable Holdings bought 57,353 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.57M.
iShares S&P 500 Growth ETF made up 0.27% of Equitable Holdings's portfolio in Q2 2026, its #80 holding.
Equitable Holdings first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's iShares S&P 500 Growth ETF position peaked at $198M in Q4 2020.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.