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
Q2 		$5.17M Buy
12,133
+764
+7% +$315K 0.03% 449
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings's IWV Position: Q2 2026 in Review

Equitable Holdings increased its iShares Russell 3000 ETF (IWV) stake by 6.7% in Q2 2026, buying an estimated $315K and bringing the position to 12,133 shares worth $5.17M. The position accounts for 0.03% of the portfolio, ranked #449.

Equitable Holdings first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Equitable Holdings held 12,133 shares of iShares Russell 3000 ETF worth $5.17M as of Q2 2026.
  • Equitable Holdings bought 764 iShares Russell 3000 ETF shares in Q2 2026, an estimated $315K.
  • iShares Russell 3000 ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #449 holding.
  • Equitable Holdings first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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