Ownership history in Financial Perspectives, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which Financial Perspectives, Inc 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 | 7,485 | +597 | +8.7% | 1.38% | $5.1M | $683.12 |
| 2025 Q3 | REDUCED | 6,888 | -60 | -0.9% | 1.28% | $4.6M | $665.17 |
| 2025 Q2 | ADDED | 6,948 | +348 | +5.3% | 1.30% | $4.3M | $615.21 |
| 2025 Q1 | ADDED | 6,600 | +65 | +1.0% | 1.30% | $3.8M | $555.02 |
| 2024 Q4 | ADDED | 6,535 | +459 | +7.6% | 1.29% | $3.8M | $579.67 |
| 2024 Q3 | ADDED | 6,076 | +11 | +0.2% | 1.21% | $3.5M | $566.00 |
| 2024 Q2 | ADDED | 6,065 | +37 | +0.6% | 1.23% | $3.3M | $534.89 |
| 2024 Q1 | ADDED | 6,028 | +40 | +0.7% | 1.20% | $3.2M | $512.33 |
| 2023 Q4 | INITIATED | 5,988 | — | — | 1.16% | $2.9M | — |
As of 2025 Q4 — sorted by position size