Ownership history in Fiduciary Planning LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Fiduciary 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 | 8,651 | +106 | +1.2% | 1.80% | $5.9M | $683.12 |
| 2025 Q3 | ADDED | 8,545 | +507 | +6.3% | 1.75% | $5.7M | $665.17 |
| 2025 Q2 | REDUCED | 8,038 | -327 | -3.9% | 1.65% | $5.0M | $615.21 |
| 2025 Q1 | ADDED | 8,365 | +491 | +6.2% | 1.55% | $4.7M | $555.02 |
| 2024 Q4 | ADDED | 7,874 | +334 | +4.4% | 1.51% | $4.6M | $579.67 |
| 2024 Q3 | ADDED | 7,540 | +311 | +4.3% | 1.48% | $4.3M | $566.00 |
| 2024 Q2 | ADDED | 7,229 | +6,589 | +1029.5% | 1.42% | $4.0M | $534.89 |
| 2022 Q2 | REDUCED | 640 | -163 | -20.3% | 0.12% | $243K | $359.10 |
| 2022 Q1 | REDUCED | 803 | -789 | -49.6% | 0.20% | $364K | $428.36 |
| 2021 Q4 | REDUCED | 1,592 | -15,625 | -90.8% | 0.43% | $759K | $448.87 |
As of 2025 Q4 — sorted by position size