EH
IYW icon

Equitable Holdings’s iShares US Technology ETF IYW Stock Holding History

Equitable Holdings’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.3M Sell
137,277
-14,766
-10% -$2.85M 0.17% 122
2025
Q4 		$30.4M Buy
152,043
+5,434
+4% +$1.09M 0.21% 109
2025
Q3 		$28.7M Buy
146,609
+9,838
+7% +$1.8M 0.21% 105
2025
Q2 		$23.7M Buy
136,771
+10,648
+8% +$1.61M 0.2% 108
2025
Q1 		$17.7M Buy
126,123
+27,447
+28% +$4.28M 0.17% 116
2024
Q4 		$15.7M Buy
98,676
+6,909
+8% +$1.09M 0.15% 120
2024
Q3 		$13.9M Buy
91,767
+25,813
+39% +$3.8M 0.13% 134
2024
Q2 		$9.93M Buy
65,954
+48,652
+281% +$6.72M 0.1% 161
2024
Q1 		$2.34M Buy
17,302
+2,817
+19% +$367K 0.03% 405
2023
Q4 		$1.78M Buy
14,485
+5,036
+53% +$570K 0.02% 442
2023
Q3 		$991K Sell
9,449
-128
-1% -$13.9K 0.01% 544
2023
Q2 		$1.04M Buy
9,577
+3,132
+49% +$308K 0.02% 509
2023
Q1 		$598K Sell
6,445
-94
-1% -$7.89K 0.01% 597
2022
Q4 		$487K Sell
6,539
-1,316
-17% -$101K 0.01% 622
2022
Q3 		$576K Sell
7,855
-1,514
-16% -$128K 0.01% 531
2022
Q2 		$749K Buy
9,369
+1,162
+14% +$103K 0.01% 470
2022
Q1 		$846K Buy
8,207
+266
+3% +$27.2K 0.01% 447
2021
Q4 		$912K Sell
7,941
-31
-0.4% -$3.44K 0.01% 418
2021
Q3 		$807K Buy
7,972
+438
+6% +$45.7K 0.01% 432
2021
Q2 		$749K Buy
7,534
+90
+1% +$8.39K 0.01% 438
2021
Q1 		$653K Sell
7,444
-860
-10% -$75.3K 0.01% 446
2020
Q4 		$707K Sell
8,304
-348
-4% -$27.8K 0.02% 383
2020
Q3 		$651K Buy
8,652
+1,336
+18% +$97.6K 0.02% 372
2020
Q2 		$493K Buy
7,316
+1,036
+16% +$62.5K 0.01% 410
2020
Q1 		$321K Buy
6,280
+1,496
+31% +$86.7K 0.01% 447
2019
Q4 		$278K Buy
+4,784
New +$260K 0.01% 512

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Equitable Holdings's IYW Position: Q1 2026 in Review

Equitable Holdings reduced its iShares US Technology ETF (IYW) stake by 9.7% in Q1 2026, selling an estimated $2.85M and leaving 137,277 shares worth $26.3M. The position accounts for 0.17% of the portfolio, ranked #122.

Equitable Holdings first reported a position in IYW in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.4M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Equitable Holdings held 137,277 shares of iShares US Technology ETF worth $26.3M as of Q1 2026.
  • Equitable Holdings sold 14,766 iShares US Technology ETF shares in Q1 2026, an estimated $2.85M.
  • iShares US Technology ETF made up 0.17% of Equitable Holdings's portfolio in Q1 2026, its #122 holding.
  • Equitable Holdings first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares US Technology ETF position peaked at $30.4M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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