EH
IWL icon

Equitable Holdings’s iShares Russell Top 200 ETF IWL Stock Holding History

Equitable Holdings’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Buy
98,978
+963
+1% +$173K 0.11% 177
2026
Q1 		$16.7M Sell
98,015
-4,199
-4% -$708K 0.11% 179
2025
Q4 		$17.4M Sell
102,214
-870
-0.8% -$147K 0.12% 156
2025
Q3 		$17.1M Buy
103,084
+93
+0.1% +$14.8K 0.13% 145
2025
Q2 		$15.8M Sell
102,991
-149,788
-59% -$21.1M 0.13% 140
2025
Q1 		$34.7M Buy
252,779
+143,097
+130% +$20.8M 0.33% 67
2024
Q4 		$15.9M Buy
109,682
+1,586
+1% +$230K 0.15% 119
2024
Q3 		$15.2M Sell
108,096
-9,572
-8% -$1.3M 0.15% 124
2024
Q2 		$15.8M Sell
117,668
-5,388
-4% -$689K 0.17% 114
2024
Q1 		$15.6M Buy
123,056
+1,492
+1% +$181K 0.18% 106
2023
Q4 		$14M Sell
121,564
-9,641
-7% -$1.04M 0.17% 107
2023
Q3 		$13.6M Buy
131,205
+240
+0.2% +$25.7K 0.19% 100
2023
Q2 		$14M Buy
130,965
+577
+0.4% +$58K 0.2% 95
2023
Q1 		$12.7M Buy
130,388
+2,005
+2% +$189K 0.2% 96
2022
Q4 		$11.6M Buy
128,383
+81,952
+177% +$7.44M 0.2% 91
2022
Q3 		$3.94M Buy
46,431
+36,249
+356% +$3.43M 0.08% 174
2022
Q2 		$914K Buy
10,182
+2,423
+31% +$236K 0.02% 425
2022
Q1 		$839K Buy
7,759
+4,767
+159% +$508K 0.01% 450
2021
Q4 		$341K Buy
2,992
+100
+3% +$11K 0.01% 664
2021
Q3 		$298K Hold
2,892
– – 0.01% 676
2021
Q2 		$297K Sell
2,892
-130
-4% -$13K 0.01% 676
2021
Q1 		$286K Hold
3,022
– – 0.01% 634
2020
Q4 		$273K Hold
3,022
– – 0.01% 585
2020
Q3 		$245K Buy
+3,022
New +$242K 0.01% 554

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Equitable Holdings's IWL Position: Q2 2026 in Review

Equitable Holdings increased its iShares Russell Top 200 ETF (IWL) stake by 0.98% in Q2 2026, buying an estimated $173K and bringing the position to 98,978 shares worth $18.3M. The position accounts for 0.11% of the portfolio, ranked #177.

Equitable Holdings first reported a position in IWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $34.7M in Q1 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Equitable Holdings held 98,978 shares of iShares Russell Top 200 ETF worth $18.3M as of Q2 2026.
  • Equitable Holdings bought 963 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $173K.
  • iShares Russell Top 200 ETF made up 0.11% of Equitable Holdings's portfolio in Q2 2026, its #177 holding.
  • Equitable Holdings first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 24 quarters since.
  • Equitable Holdings's iShares Russell Top 200 ETF position peaked at $34.7M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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