EH
IWB icon

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
Q2 		$25.2M Sell
61,550
-89,164
-59% -$35.3M 0.15% 140
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Holdings's IWB Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Russell 1000 ETF (IWB) stake by 59% in Q2 2026, selling an estimated $35.3M and leaving 61,550 shares worth $25.2M. The position accounts for 0.15% of the portfolio, ranked #140.

Equitable Holdings first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $76.2M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Equitable Holdings held 61,550 shares of iShares Russell 1000 ETF worth $25.2M as of Q2 2026.
  • Equitable Holdings sold 89,164 iShares Russell 1000 ETF shares in Q2 2026, an estimated $35.3M.
  • iShares Russell 1000 ETF made up 0.15% of Equitable Holdings's portfolio in Q2 2026, its #140 holding.
  • Equitable Holdings first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares Russell 1000 ETF position peaked at $76.2M in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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