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Equitable Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Equitable Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.84M Sell
6,183
-118
-2% -$73.3K 0.19% 98
2025
Q1 		$3.54M Sell
6,301
-1,947
-24% -$1.09M 0.2% 97
2024
Q4 		$4.86M Buy
+8,248
New +$4.86M 0.27% 76