EH
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Equitable Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

Equitable Holdings’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.84M Sell
26,394
-29,102
-52% -$6.09M 0.03% 409
2026
Q1 		$10.1M Buy
55,496
+31,577
+132% +$6.11M 0.06% 277
2025
Q4 		$4.33M Buy
23,919
+272
+1% +$48.9K 0.03% 412
2025
Q3 		$4.18M Buy
23,647
+2,287
+11% +$386K 0.03% 398
2025
Q2 		$3.37M Sell
21,360
-1,291
-6% -$192K 0.03% 431
2025
Q1 		$3.42M Sell
22,651
-323
-1% -$52.2K 0.03% 381
2024
Q4 		$3.77M Sell
22,974
-464
-2% -$79.2K 0.04% 333
2024
Q3 		$3.91M Buy
23,438
+901
+4% +$146K 0.04% 324
2024
Q2 		$3.43M Sell
22,537
-878
-4% -$134K 0.04% 340
2024
Q1 		$3.72M Sell
23,415
-1,336
-5% -$202K 0.04% 303
2023
Q4 		$3.84M Buy
24,751
+14,067
+132% +$1.95M 0.05% 266
2023
Q3 		$1.45M Buy
10,684
+78
+0.7% +$11.2K 0.02% 445
2023
Q2 		$1.49M Sell
10,606
-2,269
-18% -$307K 0.02% 416
2023
Q1 		$1.76M Buy
12,875
+171
+1% +$24.8K 0.03% 346
2022
Q4 		$1.76M Buy
12,704
+2,754
+28% +$389K 0.03% 324
2022
Q3 		$1.28M Buy
9,950
+473
+5% +$68.4K 0.03% 345
2022
Q2 		$1.29M Buy
9,477
+247
+3% +$36.8K 0.02% 349
2022
Q1 		$1.49M Buy
9,230
+1,073
+13% +$171K 0.02% 335
2021
Q4 		$1.35M Buy
8,157
+1,496
+22% +$249K 0.02% 348
2021
Q3 		$1.07M Buy
6,661
+46
+0.7% +$7.39K 0.02% 365
2021
Q2 		$1.1M Buy
6,615
+982
+17% +$162K 0.02% 351
2021
Q1 		$898K Buy
5,633
+852
+18% +$129K 0.02% 373
2020
Q4 		$630K Buy
4,781
+210
+5% +$24.8K 0.01% 406
2020
Q3 		$454K Sell
4,571
-1,081
-19% -$110K 0.01% 443
2020
Q2 		$551K Sell
5,652
-624
-10% -$56.8K 0.02% 387
2020
Q1 		$515K Sell
6,276
-363
-5% -$40.7K 0.02% 362
2019
Q4 		$854K Buy
+6,639
New +$821K 0.03% 319

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Equitable Holdings's IWN Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Russell 2000 Value ETF (IWN) stake by 52% in Q2 2026, selling an estimated $6.09M and leaving 26,394 shares worth $5.84M. The position accounts for 0.03% of the portfolio, ranked #409.

Equitable Holdings first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Equitable Holdings held 26,394 shares of iShares Russell 2000 Value ETF worth $5.84M as of Q2 2026.
  • Equitable Holdings sold 29,102 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.09M.
  • iShares Russell 2000 Value ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #409 holding.
  • Equitable Holdings first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares Russell 2000 Value ETF position peaked at $10.1M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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