FFG
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 |
|