Ownership history in IMPACTfolio, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which IMPACTfolio, 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 | UNCHANGED | 591 | — | 0% | 0.17% | $405K | $683.12 |
| 2025 Q3 | ADDED | 591 | +39 | +7.1% | 0.17% | $396K | $665.17 |
| 2025 Q2 | UNCHANGED | 552 | — | 0% | 0.16% | $343K | $615.21 |
| 2025 Q1 | UNCHANGED | 552 | — | 0% | 0.16% | $310K | $555.02 |
As of 2025 Q4 — sorted by position size