Position history for IEQ CAPITAL, LLC's holdings in ISHARES TR
IEQ CAPITAL, LLC holds 487,726 shares of IWB (ISHARES TR), worth $182.1M as of 2025-Q4. The position was increased (++8.4% shares). IWB represents 0.5% of IEQ CAPITAL, LLC's portfolio.
Current Value
$182.1M
Current Shares
487,726
Total Value Change
+$145.6M
Total Shares Change
+364,942
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 487,726 |
+8.4% |
| $182.1M |
| 0.5% |
| $376.20 |
47 |
| 2025-Q3 | Increased | 450,095 | +7.3% | $164.5M | 0.5% | $363.42 | 39 |
| 2025-Q2 | Increased | 419,418 | +9.9% | $142.4M | 0.9% | $335.58 | 47 |
| 2025-Q1 | Increased | 381,635 | +176.0% | $117.1M | 0.9% | $302.55 | 68 |
| 2024-Q4 | Increased | 138,275 | +13.6% | $44.5M | 0.4% | $319.91 | 40 |
| 2024-Q3 | Decreased | 121,770 | -0.8% | $38.3M | 0.5% | $308.93 | 0 |
| 2024-Q2 | Increased | 122,784 | +17.1% | $36.5M | 0.5% | $292.44 | 40 |