Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

IVVIVV
Showing 8 of 27 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in ISHARES CORE S&P 500 ETF

IEQ CAPITAL, LLC holds 173,789 shares of IVV (ISHARES CORE S&P 500 ETF), worth $130.1M as of 2026-Q2. The position was decreased (-7.5% shares). IVV represents 0.6% of IEQ CAPITAL, LLC's portfolio.

Current Value

$130.1M

Current Shares

173,789

Total Value Change

+$63M

Total Shares Change

+57,329

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
173,789
-7.5%
$130.1M0.6%$748.89
0
2026-Q1
Increased
187,959
+6.1%
$122.8M0.6%$651.46
45
2025-Q4
Increased
177,214
+3.0%
$121.4M0.4%$681.29
37
2025-Q3
Increased
172,104
+14.8%
$115.2M0.3%$663.39
41
2025-Q2
Increased
149,935
+11.1%
$93.1M0.6%$613.57
47
2025-Q1
Increased
135,000
+12.6%
$75.9M0.6%$553.53
47
2024-Q4
Increased
119,928
+3.0%
$70.6M0.7%$578.12
43
2024-Q3
Increased
116,460
+5.3%
$67.2M0.8%$564.49
44

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used