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IFP Advisors’s DoubleVerify DV Stock Holding History

IFP Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62K Sell
518
-854
-62% -$8.79K ﹤0.01% 3709
2026
Q1 		$13K Sell
1,372
-504
-27% -$5.15K ﹤0.01% 3028
2025
Q4 		$21.5K Buy
1,876
+276
+17% +$3.04K ﹤0.01% 2692
2025
Q3 		$19.2K Buy
1,600
+729
+84% +$10.8K ﹤0.01% 2594
2025
Q2 		$13K Buy
871
+794
+1,031% +$10.9K ﹤0.01% 2775
2025
Q1 		$1.03K Hold
77
– – ﹤0.01% 3332
2024
Q4 		$1.48K Sell
77
-5
-6% -$94 ﹤0.01% 3193
2024
Q3 		$1.38K Sell
82
-626
-88% -$11.9K ﹤0.01% 3018
2024
Q2 		$13.8K Buy
+708
New +$17.1K ﹤0.01% 2231
2023
Q4 		– Sell
-74
Closed -$2.07K – 3113
2023
Q3 		$2.07K Buy
74
+47
+174% +$1.61K ﹤0.01% 2828
2023
Q2 		$1.05K Buy
+27
New +$871 ﹤0.01% 3068
2023
Q1 		– Sell
-1,050
Closed -$41K – 3644
2022
Q4 		$41K Buy
1,050
+86
+9% +$2.24K ﹤0.01% 2364
2022
Q3 		$34K Buy
+964
New +$24.9K ﹤0.01% 2663

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

IFP Advisors's DV Position: Q2 2026 in Review

IFP Advisors reduced its DoubleVerify (DV) stake by 62% in Q2 2026, selling an estimated $8.79K and leaving 518 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

IFP Advisors first reported a position in DV in Q3 2022 and has held it in 13 quarters since. The position peaked at $41K in Q4 2022. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • IFP Advisors held 518 shares of DoubleVerify worth $5.62K as of Q2 2026.
  • IFP Advisors sold 854 DoubleVerify shares in Q2 2026, an estimated $8.79K.
  • DoubleVerify made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3709 holding.
  • IFP Advisors first reported a position in DoubleVerify in Q3 2022 and has held it in 13 quarters since.
  • IFP Advisors's DoubleVerify position peaked at $41K in Q4 2022.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.