FFG
IVV icon

Foundry Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18M Buy
28,929
+2,838
+11% +$1.76M 10.22% 1
2025
Q1
$14.7M Buy
26,091
+1,541
+6% +$866K 9.03% 1
2024
Q4
$14.5M Buy
24,550
+1,256
+5% +$739K 8.95% 1
2024
Q3
$13.4M Buy
23,294
+320
+1% +$185K 8.39% 1
2024
Q2
$12.6M Buy
22,974
+7,729
+51% +$4.23M 8.66% 1
2024
Q1
$8.01M Buy
15,245
+1,415
+10% +$744K 5.72% 7
2023
Q4
$6.61M Buy
+13,830
New +$6.61M 5.6% 7