EH
IVW icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Equitable Holdings's IVW Position: Q1 2026 in Review

Equitable Holdings increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, buying an estimated $18.8K and bringing the position to 275,772 shares worth $33.9M. The position accounts for 0.22% of the portfolio, ranked #104.

Equitable Holdings first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $198M in Q4 2020. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Equitable Holdings held 275,772 shares of iShares S&P 500 Growth ETF worth $33.9M as of Q1 2026.
  • Equitable Holdings bought 156 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $18.8K.
  • iShares S&P 500 Growth ETF made up 0.22% of Equitable Holdings's portfolio in Q1 2026, its #104 holding.
  • Equitable Holdings first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares S&P 500 Growth ETF position peaked at $198M in Q4 2020.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.