Ownership history in Foundry Financial Group, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Foundry Financial Group, 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 | 29,962 | +629 | +2.1% | 10.27% | $20.5M | $683.12 |
| 2025 Q3 | ADDED | 29,333 | +404 | +1.4% | 10.31% | $19.6M | $665.17 |
| 2025 Q2 | ADDED | 28,929 | +2,838 | +10.9% | 10.22% | $18.0M | $615.21 |
| 2025 Q1 | ADDED | 26,091 | +1,541 | +6.3% | 9.03% | $14.7M | $555.02 |
| 2024 Q4 | ADDED | 24,550 | +1,256 | +5.4% | 8.95% | $14.5M | $579.67 |
| 2024 Q3 | ADDED | 23,294 | +320 | +1.4% | 8.39% | $13.4M | $566.00 |
| 2024 Q2 | ADDED | 22,974 | +7,729 | +50.7% | 8.66% | $12.6M | $534.89 |
| 2024 Q1 | ADDED | 15,245 | +1,415 | +10.2% | 5.72% | $8.0M | $512.33 |
| 2023 Q4 | INITIATED | 13,830 | — | — | 5.60% | $6.6M | — |
As of 2025 Q4 — sorted by position size