Kovitz Investment Group Partners’s Kovitz Core Equity ETF EQTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15B | Sell |
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|
2025
Q1 | $1.06B | Buy |
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|
2024
Q4 | $1.09B | Sell |
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|
2024
Q3 | $1.06B | Buy |
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|
2024
Q2 | $974M | Buy |
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|
2024
Q1 | $969M | Buy |
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|
2023
Q4 | $863M | Sell |
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|
2023
Q3 | $793M | Buy |
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|
2023
Q2 | $809M | Sell |
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|
2023
Q1 | $749M | Buy |
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|
2022
Q4 | $520M | Buy |
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