EH
IWV icon

Equitable Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

Equitable Holdings’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.4M Buy
11,369
+668
+6% +$258K 0.03% 473
2025
Q4 		$4.14M Buy
10,701
+308
+3% +$118K 0.03% 423
2025
Q3 		$3.94M Buy
10,393
+80
+0.8% +$29.2K 0.03% 419
2025
Q2 		$3.62M Buy
10,313
+611
+6% +$198K 0.03% 408
2025
Q1 		$3.08M Sell
9,702
-649
-6% -$218K 0.03% 411
2024
Q4 		$3.46M Buy
10,351
+1,467
+17% +$494K 0.03% 350
2024
Q3 		$2.9M Sell
8,884
-184
-2% -$57.9K 0.03% 387
2024
Q2 		$2.8M Buy
9,068
+985
+12% +$294K 0.03% 380
2024
Q1 		$2.43M Buy
8,083
+1,507
+23% +$430K 0.03% 390
2023
Q4 		$1.8M Sell
6,576
-191
-3% -$48.7K 0.02% 435
2023
Q3 		$1.66M Buy
6,767
+381
+6% +$97.4K 0.02% 415
2023
Q2 		$1.63M Sell
6,386
-29
-0.5% -$6.97K 0.02% 399
2023
Q1 		$1.51M Buy
6,415
+444
+7% +$102K 0.02% 389
2022
Q4 		$1.32M Sell
5,971
-177
-3% -$39.3K 0.02% 382
2022
Q3 		$1.27M Sell
6,148
-2
-0% -$460 0.02% 350
2022
Q2 		$1.34M Buy
6,150
+368
+6% +$87.1K 0.03% 336
2022
Q1 		$1.52M Sell
5,782
-77
-1% -$19.9K 0.02% 332
2021
Q4 		$1.63M Buy
5,859
+433
+8% +$117K 0.03% 309
2021
Q3 		$1.38M Buy
5,426
+650
+14% +$170K 0.02% 314
2021
Q2 		$1.22M Buy
4,776
+307
+7% +$76.5K 0.02% 335
2021
Q1 		$1.06M Sell
4,469
-466
-9% -$108K 0.02% 340
2020
Q4 		$1.1M Sell
4,935
-216
-4% -$45.4K 0.03% 310
2020
Q3 		$1.01M Buy
5,151
+5
+0.1% +$967 0.03% 303
2020
Q2 		$927K Sell
5,146
-383
-7% -$64.9K 0.03% 312
2020
Q1 		$820K Sell
5,529
-153
-3% -$27.2K 0.03% 288
2019
Q4 		$1.07M Buy
+5,682
New +$1.02M 0.03% 286

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Holdings's IWV Position: Q1 2026 in Review

Equitable Holdings increased its iShares Russell 3000 ETF (IWV) stake by 6.2% in Q1 2026, buying an estimated $258K and bringing the position to 11,369 shares worth $4.4M. The position accounts for 0.03% of the portfolio, ranked #473.

Equitable Holdings first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Equitable Holdings held 11,369 shares of iShares Russell 3000 ETF worth $4.4M as of Q1 2026.
  • Equitable Holdings bought 668 iShares Russell 3000 ETF shares in Q1 2026, an estimated $258K.
  • iShares Russell 3000 ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #473 holding.
  • Equitable Holdings first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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