EH
IWY icon

Equitable Holdings’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Equitable Holdings’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.7M Sell
56,831
-6,921
-11% -$1.83M 0.1% 187
2025
Q4 		$17.7M Buy
63,752
+6,157
+11% +$1.71M 0.12% 153
2025
Q3 		$15.8M Buy
57,595
+2,270
+4% +$587K 0.12% 162
2025
Q2 		$13.6M Sell
55,325
-1,460
-3% -$325K 0.11% 160
2025
Q1 		$12M Sell
56,785
-97,206
-63% -$22.4M 0.11% 158
2024
Q4 		$36.2M Sell
153,991
-25,892
-14% -$5.94M 0.34% 65
2024
Q3 		$39.6M Buy
179,883
+17,435
+11% +$3.71M 0.38% 54
2024
Q2 		$34.8M Buy
162,448
+52,537
+48% +$10.5M 0.37% 56
2024
Q1 		$21.4M Buy
109,911
+13,971
+15% +$2.61M 0.24% 82
2023
Q4 		$16.8M Buy
95,940
+27,626
+40% +$4.53M 0.21% 93
2023
Q3 		$10.5M Buy
68,314
+574
+0.8% +$91.6K 0.15% 119
2023
Q2 		$10.7M Buy
67,740
+8,277
+14% +$1.21M 0.15% 114
2023
Q1 		$8.26M Sell
59,463
-2,485
-4% -$323K 0.13% 126
2022
Q4 		$7.47M Buy
61,948
+366
+0.6% +$45.5K 0.13% 118
2022
Q3 		$7.36M Buy
61,582
+3,147
+5% +$422K 0.14% 109
2022
Q2 		$7.32M Buy
58,435
+1,319
+2% +$181K 0.14% 113
2022
Q1 		$9.07M Buy
57,116
+16,124
+39% +$2.51M 0.15% 103
2021
Q4 		$7.11M Buy
40,992
+11,670
+40% +$1.94M 0.11% 128
2021
Q3 		$4.48M Buy
29,322
+8,619
+42% +$1.36M 0.08% 159
2021
Q2 		$3.12M Buy
20,703
+5,002
+32% +$716K 0.05% 194
2021
Q1 		$2.11M Buy
15,701
+15
+0.1% +$2.01K 0.04% 235
2020
Q4 		$2.09M Sell
15,686
-75
-0.5% -$9.46K 0.05% 217
2020
Q3 		$1.91M Buy
15,761
+17
+0.1% +$2K 0.05% 216
2020
Q2 		$1.68M Buy
15,744
+226
+1% +$22.1K 0.05% 227
2020
Q1 		$1.31M Buy
15,518
+6,768
+77% +$644K 0.05% 224
2019
Q4 		$845K Buy
+8,750
New +$799K 0.02% 321

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Equitable Holdings's IWY Position: Q1 2026 in Review

Equitable Holdings reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q1 2026, selling an estimated $1.83M and leaving 56,831 shares worth $15.7M. The position accounts for 0.1% of the portfolio, ranked #187.

Equitable Holdings first reported a position in IWY in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.6M in Q3 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Equitable Holdings held 56,831 shares of iShares Russell Top 200 Growth ETF worth $15.7M as of Q1 2026.
  • Equitable Holdings sold 6,921 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.83M.
  • iShares Russell Top 200 Growth ETF made up 0.1% of Equitable Holdings's portfolio in Q1 2026, its #187 holding.
  • Equitable Holdings first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares Russell Top 200 Growth ETF position peaked at $39.6M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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