Question 1

How many shares of IWD does Equitable Holdings, Inc. own?

Accepted Answer

As of 2026-Q1, Equitable Holdings, Inc. holds 343,631 shares of IWD (ISHARES TR).

Question 2

What is Equitable Holdings, Inc.'s IWD position worth?

Accepted Answer

As of 2026-Q1, Equitable Holdings, Inc.'s IWD position is worth $87M.

Question 3

Is Equitable Holdings, Inc. buying or selling IWD?

Accepted Answer

In 2026-Q1, Equitable Holdings, Inc. decreased their IWD position (-5.2% change in shares).

Question 4

When did Equitable Holdings, Inc. first buy IWD?

Accepted Answer

Based on available 13F filings, Equitable Holdings, Inc. first reported a position in IWD in 2024-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	343,631	-5.2%	$87M	0.6%	$222.27	0
2025-Q4	Increased	362,438	+2.9%	$76.2M	0.5%	$211.94	43
2025-Q3	Increased	352,081	+6.1%	$71.7M	0.5%	$202.24	44
2025-Q2	Decreased	331,949	-17.5%	$64.5M	0.5%	$191.58	0
2025-Q1	Increased	402,213	+2.9%	$75.7M	0.7%	$183.74	43
2024-Q4	Decreased	390,861	-4.1%	$72.4M	0.7%	$181.36	0
2024-Q3	Decreased	407,619	-3.2%	$77.4M	0.7%	$184.97	0
2024-Q2	Decreased	421,078	-12.0%	$73.5M	0.8%	$169.57	0

IWDShowing 8 of 26 quarters

IWD
Showing 8 of 26 quarters