Ownership history in Divergent Planning, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Divergent Planning, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 148,837 | +5,380 | +3.8% | 26.08% | $102.1M | $683.12 |
| 2025 Q3 | ADDED | 143,457 | +4,618 | +3.3% | 26.31% | $89.0M | $665.17 |
| 2025 Q1 | ADDED | 138,839 | +782 | +0.6% | 26.13% | $78.7M | $555.02 |
| 2024 Q4 | ADDED | 138,057 | +2,046 | +1.5% | 27.54% | $80.5M | $579.67 |
| 2024 Q3 | ADDED | 136,011 | +1,723 | +1.3% | 29.18% | $78.3M | $566.00 |
| 2024 Q2 | ADDED | 134,288 | +2,762 | +2.1% | 29.67% | $74.4M | $534.89 |
| 2024 Q1 | ADDED | 131,526 | +1,231 | +0.9% | 29.17% | $69.0M | $512.33 |
| 2023 Q4 | ADDED | 130,295 | +398 | +0.3% | 29.88% | $61.9M | $463.98 |
| 2023 Q3 | REDUCED | 129,897 | -1,714 | -1.3% | 30.37% | $56.4M | $415.48 |
| 2023 Q2 | ADDED | 131,611 | +4,225 | +3.3% | 30.72% | $58.7M | $429.27 |
As of 2025 Q4 — sorted by position size