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Equitable Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Equitable Holdings’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.02M Buy
159,768
+5,279
+3% +$1.36M 0.05% 318
2025
Q4 		$38M Buy
154,489
+35,245
+30% +$8.67M 0.26% 84
2025
Q3 		$28.9M Buy
119,244
+5,407
+5% +$1.24M 0.21% 103
2025
Q2 		$24.6M Buy
113,837
+10,419
+10% +$2.1M 0.2% 106
2025
Q1 		$20.6M Sell
103,418
-4,949
-5% -$1.07M 0.2% 109
2024
Q4 		$23.9M Sell
108,367
-19,372
-15% -$4.42M 0.23% 95
2024
Q3 		$28.2M Buy
127,739
+9,283
+8% +$1.99M 0.27% 78
2024
Q2 		$24M Buy
118,456
+5,991
+5% +$1.21M 0.25% 81
2024
Q1 		$23.7M Buy
112,465
+18,984
+20% +$3.79M 0.27% 77
2023
Q4 		$18.8M Sell
93,481
-14,548
-13% -$2.61M 0.23% 87
2023
Q3 		$19.1M Buy
108,029
+1,349
+1% +$253K 0.27% 80
2023
Q2 		$20M Buy
106,680
+23,185
+28% +$4.13M 0.29% 76
2023
Q1 		$14.9M Sell
83,495
-61
-0.1% -$11.2K 0.24% 85
2022
Q4 		$14.6M Buy
83,556
+9,499
+13% +$1.69M 0.25% 82
2022
Q3 		$12.2M Sell
74,057
-14,048
-16% -$2.56M 0.24% 85
2022
Q2 		$14.9M Sell
88,105
-182
-0.2% -$33.5K 0.28% 72
2022
Q1 		$18.1M Buy
88,287
+3,089
+4% +$630K 0.3% 70
2021
Q4 		$19M Buy
85,198
+6,556
+8% +$1.48M 0.3% 61
2021
Q3 		$17.2M Buy
78,642
+8,333
+12% +$1.85M 0.29% 60
2021
Q2 		$16.1M Buy
70,309
+5,368
+8% +$1.21M 0.28% 60
2021
Q1 		$14.3M Buy
64,941
+7,021
+12% +$1.53M 0.3% 59
2020
Q4 		$11.4M Buy
57,920
+7,760
+15% +$1.36M 0.26% 67
2020
Q3 		$7.51M Buy
50,160
+2,475
+5% +$372K 0.19% 82
2020
Q2 		$6.83M Sell
47,685
-3,023
-6% -$397K 0.2% 88
2020
Q1 		$5.8M Buy
50,708
+1,997
+4% +$298K 0.21% 80
2019
Q4 		$8.07M Buy
+48,711
New +$7.7M 0.24% 72

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Equitable Holdings's IWM Position: Q1 2026 in Review

Equitable Holdings increased its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q1 2026, buying an estimated $1.36M and bringing the position to 159,768 shares worth $8.02M. The position accounts for 0.05% of the portfolio, ranked #318.

Equitable Holdings first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $38M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Equitable Holdings held 159,768 shares of iShares Russell 2000 ETF worth $8.02M as of Q1 2026.
  • Equitable Holdings bought 5,279 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.36M.
  • iShares Russell 2000 ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #318 holding.
  • Equitable Holdings first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares Russell 2000 ETF position peaked at $38M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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