Equitable Holdings, Inc.: IYW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on IYW, newest first. How the timeline and the estimate are built.
Equitable Holdings, Inc. held 126,439 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 126,439 sharesChange vs previous 13F -10,838 shares
0.19% of the 13F portfolio, value $31,891,745.
13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 137,277 sharesChange vs previous 13F -14,766 shares
0.17% of the 13F portfolio, value $26,306,381.
13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 152,043 sharesChange vs previous 13F +5,434 shares
0.21% of the 13F portfolio, value $30,359,946.
13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 146,609 sharesChange vs previous 13F +9,838 shares
0.21% of the 13F portfolio, value $28,714,839.
13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 136,771 sharesChange vs previous 13F +10,648 shares
0.2% of the 13F portfolio, value $23,698,311.
13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 126,123 sharesChange vs previous 13F +27,447 shares
0.17% of the 13F portfolio, value $17,712,714.
13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 98,676 sharesChange vs previous 13F +6,909 shares
0.15% of the 13F portfolio, value $15,740,796.
13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,767 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $13,913,713.
13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).