IFP Advisors’s i3 Verticals IIIV Stock Holding History

IFP Advisors’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	3401
2025 Q1	–	Hold	0	–	–	–	3568
2024 Q4	–	Hold	0	–	–	–	3595
2023 Q1	–	Sell	-191	Closed	-$4K	–	3894
2022 Q4	$4K	Hold	191	–	–	﹤0.01%	3899
2022 Q3	$4K	Hold	191	–	–	﹤0.01%	4131
2022 Q2	$4K	Hold	191	–	–	﹤0.01%	3892
2022 Q1	$4K	Buy	191 +91	+91%	+$2.24K	﹤0.01%	3891
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	2796
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	2862
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	2636
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	2567
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2508
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2364
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	2269
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	2371
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2384
2019 Q3	$2K	Buy	+100	New	+$2.46K	﹤0.01%	2698
2018 Q4	–	Sell	-500	Closed	-$11K	–	3694
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	2795
2018 Q2	$8K	Buy	+500	New	+$7.96K	﹤0.01%	3033

Other funds holding IIIV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Visualize Group New York $243M AUM 6.21% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

IFP Advisors's IIIV Position: Q2 2025 in Review

IFP Advisors held its i3 Verticals (IIIV) position steady in Q2 2025 at 0 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

IFP Advisors first reported a position in IIIV in Q2 2018 and has held it in 16 quarters since. The position peaked at $11K in Q3 2018. 150 funds tracked by Wall St. Rank hold IIIV as of Q2 2025.

IFP Advisors held 0 shares of i3 Verticals worth $4.92K as of Q2 2025.
IFP Advisors left its i3 Verticals share count unchanged in Q2 2025.
i3 Verticals made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #3401 holding.
IFP Advisors first reported a position in i3 Verticals in Q2 2018 and has held it in 16 quarters since.
IFP Advisors's i3 Verticals position peaked at $11K in Q3 2018.
150 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.