EH
IYG icon

Equitable Holdings’s iShares US Financial Services ETF IYG Stock Holding History

Equitable Holdings’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
16,167
+255
+2% +$22.4K 0.01% 843
2025
Q4 		$1.47M Sell
15,912
-2,399
-13% -$214K 0.01% 741
2025
Q3 		$1.64M Sell
18,311
-520
-3% -$45.7K 0.01% 677
2025
Q2 		$1.61M Buy
18,831
+631
+3% +$50.1K 0.01% 644
2025
Q1 		$1.43M Buy
18,200
+6,074
+50% +$489K 0.01% 606
2024
Q4 		$944K Sell
12,126
-258
-2% -$19.9K 0.01% 689
2024
Q3 		$880K Sell
12,384
-13,698
-53% -$941K 0.01% 710
2024
Q2 		$1.7M Sell
26,082
-28,911
-53% -$1.88M 0.02% 508
2024
Q1 		$3.65M Buy
54,993
+31,446
+134% +$1.95M 0.04% 307
2023
Q4 		$1.41M Buy
23,547
+11,457
+95% +$617K 0.02% 500
2023
Q3 		$623K Buy
12,090
+7,698
+175% +$416K 0.01% 657
2023
Q2 		$231K Buy
4,392
+135
+3% +$6.84K ﹤0.01% 944
2023
Q1 		$214K Sell
4,257
-90
-2% -$4.91K ﹤0.01% 902
2022
Q4 		$228K Buy
+4,347
New +$228K ﹤0.01% 817
2022
Q2 		– Sell
-3,741
Closed -$225K – 884
2022
Q1 		$225K Buy
3,741
+417
+13% +$26.3K ﹤0.01% 810
2021
Q4 		$214K Buy
3,324
+33
+1% +$2.15K ﹤0.01% 812
2021
Q3 		$206K Buy
+3,291
New +$207K ﹤0.01% 800
2020
Q4 		– Sell
-35,103
Closed -$1.43M – 693
2020
Q3 		$1.43M Buy
35,103
+5,067
+17% +$209K 0.04% 254
2020
Q2 		$1.2M Buy
+30,036
New +$1.15M 0.03% 281

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
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

Equitable Holdings's IYG Position: Q1 2026 in Review

Equitable Holdings increased its iShares US Financial Services ETF (IYG) stake by 1.6% in Q1 2026, buying an estimated $22.4K and bringing the position to 16,167 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #843.

Equitable Holdings first reported a position in IYG in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.65M in Q1 2024. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Equitable Holdings held 16,167 shares of iShares US Financial Services ETF worth $1.49M as of Q1 2026.
  • Equitable Holdings bought 255 iShares US Financial Services ETF shares in Q1 2026, an estimated $22.4K.
  • iShares US Financial Services ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #843 holding.
  • Equitable Holdings first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 19 quarters since.
  • Equitable Holdings's iShares US Financial Services ETF position peaked at $3.65M in Q1 2024.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

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