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Equitable Trust’s i3 Verticals IIIV Stock Holding History

Equitable Trust’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$890K Hold
32,386
– – 0.04% 243
2025
Q1 		$799K Hold
32,386
– – 0.04% 246
2024
Q4 		$746K Buy
+32,386
New +$746K 0.04% 262