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 $123.15
2025 Q3 ADDED 158,933 +10,079 +6.8% 6.51% $19.2M $120.49
2025 Q2 ADDED 148,854 +115,484 +346.1% 6.36% $16.4M $109.76
2025 Q1 ADDED 33,370 +3,494 +11.7% 1.45% $3.1M $92.44
2024 Q4 REDUCED 29,876 -330 -1.1% 1.42% $3.0M $100.99
2024 Q3 ADDED 30,206 +10,543 +53.6% 1.45% $2.9M $95.12
2024 Q2 ADDED 19,663 +4,863 +32.9% 1.09% $1.8M $91.79
2024 Q1 ADDED 14,800 +5,329 +56.3% 0.77% $1.2M $83.69
2023 Q4 INITIATED 9,471 0.53% $711K
% of Fund (quarterly)    IVW price (monthly, adj. close)
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