Equitable Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388M | Buy |
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|
2025
Q1 | $351M | Buy |
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|
2024
Q4 | $345M | Buy |
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|
2024
Q3 | $334M | Buy |
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|
2024
Q2 | $313M | Buy |
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|
2024
Q1 | $294M | Sell |
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|
2023
Q4 | $270M | Buy |
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|
2023
Q3 | $213M | Buy |
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|
2023
Q2 | $209M | Buy |
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|
2023
Q1 | $187M | Sell |
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|
2022
Q4 | $177M | Buy |
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|
2022
Q3 | $158M | Buy |
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|
2022
Q2 | $159M | Buy |
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|
2022
Q1 | $182M | Buy |
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|
2021
Q4 | $181M | Sell |
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|
2021
Q3 | $166M | Buy |
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|
2021
Q2 | $165M | Sell |
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|
2021
Q1 | $155M | Sell |
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|
2020
Q4 | $150M | Sell |
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|
2020
Q3 | $135M | Buy |
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|
2020
Q2 | $121M | Buy |
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|
2020
Q1 | $99.5M | Buy |
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|
2019
Q4 | $119M | Buy |
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