EH
IWO icon

Equitable Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Equitable Holdings’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26M Buy
25,711
+5,141
+25% +$1.71M 0.05% 312
2025
Q4 		$6.64M Sell
20,570
-710
-3% -$231K 0.05% 308
2025
Q3 		$6.81M Buy
21,280
+4,015
+23% +$1.21M 0.05% 287
2025
Q2 		$4.94M Buy
17,265
+903
+6% +$238K 0.04% 329
2025
Q1 		$4.18M Buy
16,362
+1,461
+10% +$412K 0.04% 329
2024
Q4 		$4.29M Buy
14,901
+539
+4% +$159K 0.04% 313
2024
Q3 		$4.08M Buy
14,362
+1,171
+9% +$321K 0.04% 318
2024
Q2 		$3.46M Sell
13,191
-3,200
-20% -$831K 0.04% 337
2024
Q1 		$4.44M Buy
16,391
+1,979
+14% +$506K 0.05% 262
2023
Q4 		$3.63M Buy
14,412
+8,676
+151% +$1.96M 0.04% 277
2023
Q3 		$1.29M Buy
5,736
+900
+19% +$215K 0.02% 474
2023
Q2 		$1.17M Sell
4,836
-1,248
-21% -$286K 0.02% 479
2023
Q1 		$1.38M Buy
6,084
+205
+3% +$46.9K 0.02% 411
2022
Q4 		$1.26M Buy
5,879
+431
+8% +$94.4K 0.02% 389
2022
Q3 		$1.13M Sell
5,448
-292
-5% -$65.7K 0.02% 381
2022
Q2 		$1.18M Sell
5,740
-1,598
-22% -$356K 0.02% 370
2022
Q1 		$1.88M Buy
7,338
+2,868
+64% +$734K 0.03% 294
2021
Q4 		$1.31M Buy
4,470
+382
+9% +$115K 0.02% 353
2021
Q3 		$1.2M Sell
4,088
-12,115
-75% -$3.64M 0.02% 343
2021
Q2 		$5.05M Buy
16,203
+588
+4% +$177K 0.09% 143
2021
Q1 		$4.7M Buy
15,615
+1,307
+9% +$406K 0.1% 140
2020
Q4 		$4.1M Buy
14,308
+555
+4% +$141K 0.09% 144
2020
Q3 		$3.05M Sell
13,753
-255
-2% -$55.8K 0.08% 152
2020
Q2 		$2.9M Buy
14,008
+1,694
+14% +$317K 0.08% 145
2020
Q1 		$1.95M Buy
12,314
+567
+5% +$113K 0.07% 171
2019
Q4 		$2.52M Buy
+11,747
New +$2.38M 0.07% 159

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Equitable Holdings's IWO Position: Q1 2026 in Review

Equitable Holdings increased its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q1 2026, buying an estimated $1.71M and bringing the position to 25,711 shares worth $8.26M. The position accounts for 0.05% of the portfolio, ranked #312.

Equitable Holdings first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Equitable Holdings held 25,711 shares of iShares Russell 2000 Growth ETF worth $8.26M as of Q1 2026.
  • Equitable Holdings bought 5,141 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.71M.
  • iShares Russell 2000 Growth ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #312 holding.
  • Equitable Holdings first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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