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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

  1. period ended2026-06-30
    13F 126,439 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,277 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 152,043 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 146,609 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 136,771 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 126,123 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 98,676 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 91,767 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).