EH
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Equitable Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Equitable Holdings’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9M Buy
226,060
+2,641
+1% +$278K 0.15% 143
2026
Q1 		$1.58M Buy
223,419
+14,595
+7% +$1.46M 0.01% 821
2025
Q4 		$20.1M Buy
208,824
+26,908
+15% +$2.59M 0.14% 139
2025
Q3 		$17.6M Buy
181,916
+5,449
+3% +$517K 0.13% 141
2025
Q2 		$16.2M Buy
176,467
+40,895
+30% +$3.53M 0.13% 137
2025
Q1 		$11.5M Buy
135,572
+28,252
+26% +$2.52M 0.11% 163
2024
Q4 		$9.49M Buy
107,320
+3,396
+3% +$308K 0.09% 185
2024
Q3 		$9.16M Buy
103,924
+669
+0.6% +$56.4K 0.09% 185
2024
Q2 		$8.37M Buy
103,255
+2,000
+2% +$163K 0.09% 181
2024
Q1 		$8.51M Sell
101,255
-2,203
-2% -$175K 0.1% 167
2023
Q4 		$8.04M Sell
103,458
-2,125
-2% -$151K 0.1% 160
2023
Q3 		$7.31M Buy
105,583
+4,693
+5% +$342K 0.1% 152
2023
Q2 		$7.37M Sell
100,890
-3,014
-3% -$210K 0.11% 145
2023
Q1 		$7.26M Sell
103,904
-1,414
-1% -$99.8K 0.12% 134
2022
Q4 		$7.1M Sell
105,318
-1,719
-2% -$116K 0.12% 121
2022
Q3 		$6.65M Buy
107,037
+4,434
+4% +$305K 0.13% 121
2022
Q2 		$6.63M Buy
102,603
+11,993
+13% +$854K 0.13% 119
2022
Q1 		$7.07M Buy
90,610
+232
+0.3% +$17.9K 0.12% 122
2021
Q4 		$7.5M Buy
90,378
+5,154
+6% +$423K 0.12% 121
2021
Q3 		$6.67M Buy
85,224
+7,698
+10% +$617K 0.11% 122
2021
Q2 		$6.14M Buy
77,526
+1,014
+1% +$78.7K 0.11% 129
2021
Q1 		$5.66M Buy
76,512
+3,241
+4% +$234K 0.12% 125
2020
Q4 		$5.02M Buy
73,271
+23,670
+48% +$1.51M 0.11% 128
2020
Q3 		$2.85M Buy
49,601
+4,643
+10% +$264K 0.07% 160
2020
Q2 		$2.41M Buy
44,958
+11,168
+33% +$560K 0.07% 181
2020
Q1 		$1.46M Buy
33,790
+5,648
+20% +$311K 0.05% 211
2019
Q4 		$1.68M Buy
+28,142
New +$1.62M 0.05% 223

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Equitable Holdings's IWR Position: Q2 2026 in Review

Equitable Holdings increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, buying an estimated $278K and bringing the position to 226,060 shares worth $24.9M. The position accounts for 0.15% of the portfolio, ranked #143.

Equitable Holdings first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Equitable Holdings held 226,060 shares of iShares Russell Mid-Cap ETF worth $24.9M as of Q2 2026.
  • Equitable Holdings bought 2,641 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $278K.
  • iShares Russell Mid-Cap ETF made up 0.15% of Equitable Holdings's portfolio in Q2 2026, its #143 holding.
  • Equitable Holdings first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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