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iShares S&P 500 Value Index shares owned by Equitable Trust

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Equitable Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 31k 206.51
2025-06-30 $6.1M 31k 195.42
2025-03-31 $5.8M 30k 190.58
2024-12-31 $5.8M 30k 190.88

More positions owned by Equitable Trust

Vanguard S&p 500 Etf idx (VOO)
iShares Gold Trust (IAU)
Microsoft Corporation (MSFT)
Hca Holdings (HCA)
Vanguard Value ETF (VTV)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Shopify Inc cl a (SHOP)
Ishares Core Intl Stock Etf core (IXUS)
Perimeter Solutions (PRM)
Alphabet Inc Class C cs (GOOG)
Amazon (AMZN)
Spdr S&p 500 Etf (SPY)
Energy Select Sector SPDR (XLE)
Oracle Corporation (ORCL)

View all positions for Equitable Trust

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