EH
IWX icon

Equitable Holdings’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Equitable Holdings’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Sell
4,775
-75
-2% -$7.59K ﹤0.01% 1322
2026
Q1 		$446K Sell
4,850
-2,702
-36% -$257K ﹤0.01% 1296
2025
Q4 		$694K Sell
7,552
-715
-9% -$64.2K ﹤0.01% 999
2025
Q3 		$727K Sell
8,267
-12
-0.1% -$1.03K 0.01% 945
2025
Q2 		$697K Buy
8,279
+882
+12% +$71K 0.01% 911
2025
Q1 		$608K Buy
7,397
+424
+6% +$34.9K 0.01% 860
2024
Q4 		$551K Buy
6,973
+3,645
+110% +$299K 0.01% 845
2024
Q3 		$270K Buy
3,328
+5
+0.2% +$390 ﹤0.01% 1079
2024
Q2 		$249K Buy
+3,323
New +$249K ﹤0.01% 1053
2023
Q2 		– Sell
-8,836
Closed -$575K – 1050
2023
Q1 		$575K Hold
8,836
– – 0.01% 615
2022
Q4 		$574K Hold
8,836
– – 0.01% 572
2022
Q3 		$510K Hold
8,836
– – 0.01% 553
2022
Q2 		$546K Hold
8,836
– – 0.01% 541
2022
Q1 		$615K Buy
8,836
+79
+0.9% +$5.46K 0.01% 528
2021
Q4 		$614K Hold
8,757
– – 0.01% 522
2021
Q3 		$575K Hold
8,757
– – 0.01% 525
2021
Q2 		$582K Hold
8,757
– – 0.01% 502
2021
Q1 		$558K Buy
8,757
+66
+0.8% +$4.01K 0.01% 486
2020
Q4 		$503K Hold
8,691
– – 0.01% 457
2020
Q3 		$444K Hold
8,691
– – 0.01% 451
2020
Q2 		$424K Buy
8,691
+104
+1% +$5.02K 0.01% 444
2020
Q1 		$379K Hold
8,587
– – 0.01% 413
2019
Q4 		$502K Buy
+8,587
New +$485K 0.01% 400

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Equitable Holdings's IWX Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Russell Top 200 Value ETF (IWX) stake by 1.5% in Q2 2026, selling an estimated $7.59K and leaving 4,775 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Equitable Holdings first reported a position in IWX in Q4 2019 and has held it in 23 quarters since. The position peaked at $727K in Q3 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Equitable Holdings held 4,775 shares of iShares Russell Top 200 Value ETF worth $502K as of Q2 2026.
  • Equitable Holdings sold 75 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $7.59K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1322 holding.
  • Equitable Holdings first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • Equitable Holdings's iShares Russell Top 200 Value ETF position peaked at $727K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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