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IVV
Showing 8 of 26 quarters

Position history for IEQ CAPITAL, LLC's holdings in iShares Trust CORE S&P500 ETF

IEQ CAPITAL, LLC holds 187,959 shares of IVV (iShares Trust CORE S&P500 ETF), worth $122.8M as of 2026-Q1. The position was increased (+6.1% shares). IVV represents 0.6% of IEQ CAPITAL, LLC's portfolio.

Current Value

$122.8M

Current Shares

187,959

Total Value Change

+$62.2M

Total Shares Change

+77,350

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
187,959
+6.1%
$122.8M0.6%$683.37
45
2025-Q4
Increased
177,214
+3.0%
$121.4M0.4%$689.92
37
2025-Q3
Increased
172,104
+14.8%
$115.2M0.3%$664.41
41
2025-Q2
Increased
149,935
+11.1%
$93.1M0.6%$613.43
47
2025-Q1
Increased
135,000
+12.6%
$75.9M0.6%$552.75
47
2024-Q4
Increased
119,928
+3.0%
$70.6M0.7%$583.48
43
2024-Q3
Increased
116,460
+5.3%
$67.2M0.8%$564.81
44
2024-Q2
Increased
110,609
+53.2%
$60.5M0.8%$536.31
58

Other major holders of IVV: BlackRock, Inc.

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