Equitable Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

Equitable Holdings’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34M	Sell	140,095 -203,536	-59%	-$47.4M	0.2%	109
2026 Q1	$87M	Sell	343,631 -18,807	-5%	-$4.12M	0.56%	39
2025 Q4	$76.2M	Buy	362,438 +10,357	+3%	+$2.14M	0.52%	38
2025 Q3	$71.7M	Buy	352,081 +20,132	+6%	+$4M	0.53%	36
2025 Q2	$64.5M	Sell	331,949 -70,264	-17%	-$13M	0.53%	36
2025 Q1	$75.7M	Buy	402,213 +11,352	+3%	+$2.16M	0.72%	27
2024 Q4	$72.4M	Sell	390,861 -16,758	-4%	-$3.21M	0.69%	31
2024 Q3	$77.4M	Sell	407,619 -13,459	-3%	-$2.45M	0.75%	24
2024 Q2	$73.5M	Sell	421,078 -57,314	-12%	-$10M	0.77%	22
2024 Q1	$85.7M	Buy	478,392 +2,991	+0.6%	+$506K	0.97%	20
2023 Q4	$78.6M	Buy	475,401 +6,689	+1%	+$1.03M	0.97%	18
2023 Q3	$71.2M	Sell	468,712 -10,519	-2%	-$1.67M	1.02%	19
2023 Q2	$75.6M	Sell	479,231 -22,319	-4%	-$3.41M	1.09%	19
2023 Q1	$76.4M	Sell	501,550 -1,563	-0.3%	-$241K	1.22%	17
2022 Q4	$76.3M	Sell	503,113 -20,435	-4%	-$3.06M	1.33%	15
2022 Q3	$71.2M	Sell	523,548 -17,089	-3%	-$2.57M	1.39%	13
2022 Q2	$78.4M	Sell	540,637 -32,387	-6%	-$5.07M	1.5%	14
2022 Q1	$95.1M	Sell	573,024 -636	-0.1%	-$104K	1.56%	16
2021 Q4	$96.3M	Sell	573,660 -3,421	-0.6%	-$560K	1.52%	16
2021 Q3	$90.3M	Buy	577,081 +21,499	+4%	+$3.45M	1.54%	15
2021 Q2	$88.1M	Buy	555,582 +5,348	+1%	+$847K	1.52%	15
2021 Q1	$83.4M	Buy	550,234 +994	+0.2%	+$144K	1.76%	11
2020 Q4	$75.1M	Sell	549,240 -27,010	-5%	-$3.46M	1.71%	11
2020 Q3	$68.1M	Sell	576,250 -216,318	-27%	-$25.7M	1.76%	11
2020 Q2	$89.3M	Buy	792,568 +4,235	+0.5%	+$466K	2.57%	10
2020 Q1	$78.2M	Sell	788,333 -32,816	-4%	-$4.09M	2.81%	9
2019 Q4	$112M	Buy	+821,149	New	+$108M	3.27%	6

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Equitable Holdings's IWD Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Russell 1000 Value ETF (IWD) stake by 59% in Q2 2026, selling an estimated $47.4M and leaving 140,095 shares worth $34M. The position accounts for 0.2% of the portfolio, ranked #109.

Equitable Holdings first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $112M in Q4 2019. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Equitable Holdings held 140,095 shares of iShares Russell 1000 Value ETF worth $34M as of Q2 2026.
Equitable Holdings sold 203,536 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $47.4M.
iShares Russell 1000 Value ETF made up 0.2% of Equitable Holdings's portfolio in Q2 2026, its #109 holding.
Equitable Holdings first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's iShares Russell 1000 Value ETF position peaked at $112M in Q4 2019.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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