Equitable Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Equitable Holdings’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.5M	Sell	461,131 -94,031	-17%	-$13M	0.4%	51
2026 Q1	$2.99M	Buy	555,162 +15,119	+3%	+$2.05M	0.02%	598
2025 Q4	$74M	Buy	540,043 +24,366	+5%	+$3.41M	0.51%	41
2025 Q3	$73.4M	Buy	515,677 +6,229	+1%	+$880K	0.54%	33
2025 Q2	$70.7M	Buy	509,448 +1,613	+0.3%	+$204K	0.58%	33
2025 Q1	$59.7M	Sell	507,835 -45,483	-8%	-$5.85M	0.57%	36
2024 Q4	$70.1M	Sell	553,318 -56,714	-9%	-$7.21M	0.67%	33
2024 Q3	$71.6M	Buy	610,032 +1,027	+0.2%	+$115K	0.69%	30
2024 Q2	$67.2M	Sell	609,005 -9,498	-2%	-$1.04M	0.71%	28
2024 Q1	$70.6M	Buy	618,503 +29,712	+5%	+$3.21M	0.8%	24
2023 Q4	$61.5M	Buy	588,791 +42,287	+8%	+$4.01M	0.76%	27
2023 Q3	$49.9M	Sell	546,504 -12,585	-2%	-$1.2M	0.72%	28
2023 Q2	$54M	Buy	559,089 +13,126	+2%	+$1.2M	0.78%	25
2023 Q1	$49.7M	Buy	545,963 +13,522	+3%	+$1.21M	0.79%	26
2022 Q4	$44.5M	Sell	532,441 -34,800	-6%	-$2.93M	0.77%	30
2022 Q3	$44.5M	Buy	567,241 +57,882	+11%	+$4.98M	0.87%	27
2022 Q2	$40.4M	Buy	509,359 +2,812	+0.6%	+$245K	0.77%	27
2022 Q1	$50.9M	Buy	506,547 +41,146	+9%	+$4.1M	0.83%	25
2021 Q4	$53.6M	Buy	465,401 +52,559	+13%	+$6.13M	0.84%	25
2021 Q3	$46.3M	Sell	412,842 -49,178	-11%	-$5.66M	0.79%	27
2021 Q2	$52.3M	Buy	462,020 +59,909	+15%	+$6.4M	0.9%	24
2021 Q1	$41M	Sell	402,111 -81,317	-17%	-$8.5M	0.87%	26
2020 Q4	$49.6M	Buy	483,428 +42,132	+10%	+$4.01M	1.13%	18
2020 Q3	$38.1M	Sell	441,296 -30,336	-6%	-$2.56M	0.98%	23
2020 Q2	$37.3M	Sell	471,632 -22,542	-5%	-$1.63M	1.07%	23
2020 Q1	$30M	Buy	494,174 +35,262	+8%	+$2.57M	1.08%	23
2019 Q4	$35M	Buy	+458,912	New	+$33.6M	1.02%	25

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Equitable Holdings's IWP Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q2 2026, selling an estimated $13M and leaving 461,131 shares worth $67.5M. The position accounts for 0.4% of the portfolio, ranked #51.

Equitable Holdings first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $74M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Equitable Holdings held 461,131 shares of iShares Russell Mid-Cap Growth ETF worth $67.5M as of Q2 2026.
Equitable Holdings sold 94,031 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $13M.
iShares Russell Mid-Cap Growth ETF made up 0.4% of Equitable Holdings's portfolio in Q2 2026, its #51 holding.
Equitable Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $74M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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