EH
Equitable Holdings’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
113,837
+10,419
| +10% | +$2.25M | 0.2% | 106 |
|
|
2025
Q1 | $20.6M | Sell |
103,418
-4,949
| -5% | -$987K | 0.2% | 109 |
|
|
2024
Q4 | $23.9M | Sell |
108,367
-19,372
| -15% | -$4.28M | 0.23% | 95 |
|
|
2024
Q3 | $28.2M | Buy |
127,739
+9,283
| +8% | +$2.05M | 0.27% | 78 |
|
|
2024
Q2 | $24M | Buy |
118,456
+5,991
| +5% | +$1.22M | 0.25% | 81 |
|
|
2024
Q1 | $23.7M | Buy |
112,465
+18,984
| +20% | +$3.99M | 0.27% | 77 |
|
|
2023
Q4 | $18.8M | Sell |
93,481
-14,548
| -13% | -$2.92M | 0.23% | 87 |
|
|
2023
Q3 | $19.1M | Buy |
108,029
+1,349
| +1% | +$238K | 0.27% | 80 |
|
|
2023
Q2 | $20M | Buy |
106,680
+23,185
| +28% | +$4.34M | 0.29% | 76 |
|
|
2023
Q1 | $14.9M | Sell |
83,495
-61
| -0.1% | -$10.9K | 0.24% | 85 |
|
|
2022
Q4 | $14.6M | Buy |
83,556
+9,499
| +13% | +$1.66M | 0.25% | 82 |
|
|
2022
Q3 | $12.2M | Sell |
74,057
-14,048
| -16% | -$2.32M | 0.24% | 85 |
|
|
2022
Q2 | $14.9M | Sell |
88,105
-182
| -0.2% | -$30.8K | 0.28% | 72 |
|
|
2022
Q1 | $18.1M | Buy |
88,287
+3,089
| +4% | +$634K | 0.3% | 70 |
|
|
2021
Q4 | $19M | Buy |
85,198
+6,556
| +8% | +$1.46M | 0.3% | 61 |
|
|
2021
Q3 | $17.2M | Buy |
78,642
+8,333
| +12% | +$1.82M | 0.29% | 60 |
|
|
2021
Q2 | $16.1M | Buy |
70,309
+5,368
| +8% | +$1.23M | 0.28% | 60 |
|
|
2021
Q1 | $14.3M | Buy |
64,941
+7,021
| +12% | +$1.55M | 0.3% | 59 |
|
|
2020
Q4 | $11.4M | Buy |
57,920
+7,760
| +15% | +$1.52M | 0.26% | 67 |
|
|
2020
Q3 | $7.51M | Buy |
50,160
+2,475
| +5% | +$371K | 0.19% | 82 |
|
|
2020
Q2 | $6.83M | Sell |
47,685
-3,023
| -6% | -$433K | 0.2% | 88 |
|
|
2020
Q1 | $5.8M | Buy |
50,708
+1,997
| +4% | +$229K | 0.21% | 80 |
|
|
2019
Q4 | $8.07M | Buy |
+48,711
| New | +$8.07M | 0.24% | 72 |
|