IVW ISHARES TR

Ownership history in EQ LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which EQ LLC reported a position in ISHARES TR (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.56% (2025 Q4)
Avg. % of fund
3.13%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 240,931 +81,998 +51.6% 8.56% $29.7M $123.26
2025 Q3 ADDED 158,933 +10,079 +6.8% 6.51% $19.2M $120.59
2025 Q2 ADDED 148,854 +115,484 +346.1% 6.36% $16.4M $109.86
2025 Q1 ADDED 33,370 +3,494 +11.7% 1.45% $3.1M $92.52
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)
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