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

Equitable Holdings’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104M Sell
406,855
-2,055
-0.5% -$305K 0.67% 30
2025
Q4 		$57.7M Buy
408,910
+893
+0.2% +$125K 0.39% 54
2025
Q3 		$57M Sell
408,017
-37,957
-9% -$5.19M 0.42% 49
2025
Q2 		$58.9M Sell
445,974
-24,254
-5% -$3.04M 0.49% 42
2025
Q1 		$59.2M Sell
470,228
-1,266
-0.3% -$165K 0.56% 37
2024
Q4 		$61M Sell
471,494
-12,657
-3% -$1.69M 0.58% 39
2024
Q3 		$64M Sell
484,151
-6,905
-1% -$873K 0.62% 38
2024
Q2 		$59.3M Sell
491,056
-12,556
-2% -$1.53M 0.62% 35
2024
Q1 		$63.1M Sell
503,612
-36,005
-7% -$4.24M 0.71% 31
2023
Q4 		$62.8M Sell
539,617
-8,724
-2% -$929K 0.77% 25
2023
Q3 		$57.2M Sell
548,341
-3,680
-0.7% -$406K 0.82% 24
2023
Q2 		$60.6M Sell
552,021
-22,754
-4% -$2.4M 0.87% 21
2023
Q1 		$61M Sell
574,775
-38,443
-6% -$4.19M 0.98% 20
2022
Q4 		$64.6M Buy
613,218
+1,853
+0.3% +$194K 1.12% 20
2022
Q3 		$58.7M Sell
611,365
-34,588
-5% -$3.69M 1.15% 19
2022
Q2 		$65.6M Sell
645,953
-5,817
-0.9% -$650K 1.25% 17
2022
Q1 		$78M Sell
651,770
-22,098
-3% -$2.6M 1.28% 18
2021
Q4 		$82.5M Sell
673,868
-28,503
-4% -$3.4M 1.3% 19
2021
Q3 		$79.5M Sell
702,371
-28,022
-4% -$3.24M 1.36% 17
2021
Q2 		$84M Sell
730,393
-3,910
-0.5% -$448K 1.45% 16
2021
Q1 		$80.3M Buy
734,303
+28,127
+4% +$2.93M 1.7% 12
2020
Q4 		$68.5M Sell
706,176
-3,434
-0.5% -$310K 1.56% 12
2020
Q3 		$57.4M Sell
709,610
-8,701
-1% -$704K 1.48% 13
2020
Q2 		$55M Buy
718,311
+4,585
+0.6% +$334K 1.58% 12
2020
Q1 		$45.7M Sell
713,726
-21,784
-3% -$1.86M 1.64% 12
2019
Q4 		$69.7M Buy
+735,510
New +$67.2M 2.04% 12

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Equitable Holdings's IWS Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.5% in Q1 2026, selling an estimated $305K and leaving 406,855 shares worth $104M. The position accounts for 0.67% of the portfolio, ranked #30.

Equitable Holdings first reported a position in IWS in Q4 2019 and has held it in 26 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Equitable Holdings held 406,855 shares of iShares Russell Mid-Cap Value ETF worth $104M as of Q1 2026.
  • Equitable Holdings sold 2,055 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $305K.
  • iShares Russell Mid-Cap Value ETF made up 0.67% of Equitable Holdings's portfolio in Q1 2026, its #30 holding.
  • Equitable Holdings first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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