EH
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Equitable Holdings’s iShares Russell 1000 ETF IWB Stock Holding History

Equitable Holdings’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.2M Buy
150,714
+3,109
+2% +$1.16M 0.49% 47
2025
Q4 		$55.1M Buy
147,605
+1,624
+1% +$602K 0.38% 59
2025
Q3 		$53.4M Buy
145,981
+1,862
+1% +$656K 0.39% 53
2025
Q2 		$48.9M Sell
144,119
-1,490
-1% -$468K 0.4% 51
2025
Q1 		$44.7M Buy
145,609
+7,330
+5% +$2.37M 0.42% 52
2024
Q4 		$44.5M Buy
138,279
+1,863
+1% +$603K 0.42% 51
2024
Q3 		$42.9M Sell
136,416
-6,951
-5% -$2.11M 0.42% 50
2024
Q2 		$42.7M Sell
143,367
-7,914
-5% -$2.27M 0.45% 47
2024
Q1 		$43.6M Buy
151,281
+25
+0% +$6.85K 0.49% 48
2023
Q4 		$39.7M Sell
151,256
-15,962
-10% -$3.91M 0.49% 50
2023
Q3 		$39.3M Sell
167,218
-17,470
-9% -$4.28M 0.56% 42
2023
Q2 		$45M Buy
184,688
+1,563
+0.9% +$360K 0.65% 34
2023
Q1 		$41.2M Sell
183,125
-1,141
-0.6% -$251K 0.66% 33
2022
Q4 		$38.8M Buy
184,266
+2,194
+1% +$464K 0.68% 35
2022
Q3 		$35.9M Sell
182,072
-51
-0% -$11.2K 0.7% 31
2022
Q2 		$37.8M Buy
182,123
+1,594
+0.9% +$360K 0.72% 28
2022
Q1 		$45.1M Sell
180,529
-3,699
-2% -$913K 0.74% 27
2021
Q4 		$48.7M Sell
184,228
-21,599
-10% -$5.56M 0.77% 27
2021
Q3 		$49.8M Sell
205,827
-6,993
-3% -$1.74M 0.85% 25
2021
Q2 		$51.5M Sell
212,820
-7,518
-3% -$1.77M 0.89% 25
2021
Q1 		$49.3M Sell
220,338
-12,803
-5% -$2.8M 1.04% 22
2020
Q4 		$49.4M Sell
233,141
-17,337
-7% -$3.46M 1.12% 20
2020
Q3 		$46.9M Sell
250,478
-6,552
-3% -$1.21M 1.21% 17
2020
Q2 		$44.1M Sell
257,030
-4,249
-2% -$687K 1.27% 16
2020
Q1 		$37M Sell
261,279
-9,465
-3% -$1.6M 1.33% 17
2019
Q4 		$48.3M Buy
+270,744
New +$46.2M 1.41% 15

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Equitable Holdings's IWB Position: Q1 2026 in Review

Equitable Holdings increased its iShares Russell 1000 ETF (IWB) stake by 2.1% in Q1 2026, buying an estimated $1.16M and bringing the position to 150,714 shares worth $76.2M. The position accounts for 0.49% of the portfolio, ranked #47.

Equitable Holdings first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Equitable Holdings held 150,714 shares of iShares Russell 1000 ETF worth $76.2M as of Q1 2026.
  • Equitable Holdings bought 3,109 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.16M.
  • iShares Russell 1000 ETF made up 0.49% of Equitable Holdings's portfolio in Q1 2026, its #47 holding.
  • Equitable Holdings first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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