Ownership history in IMZ Advisory Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IMZ Advisory 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 | 730 | +17 | +2.4% | 0.18% | $500K | $683.12 |
| 2025 Q3 | ADDED | 713 | +165 | +30.1% | 0.18% | $477K | $665.17 |
| 2025 Q2 | ADDED | 548 | +4 | +0.7% | 0.14% | $346K | $615.21 |
| 2025 Q1 | ADDED | 544 | +6 | +1.1% | 0.14% | $305K | $555.02 |
| 2024 Q4 | ADDED | 538 | +2 | +0.4% | 0.14% | $317K | $579.67 |
| 2024 Q3 | REDUCED | 536 | -60 | -10.1% | 0.14% | $309K | $566.00 |
| 2024 Q2 | ADDED | 596 | +29 | +5.1% | 0.16% | $326K | $534.89 |
| 2024 Q1 | INITIATED | 567 | — | — | 0.15% | $298K | — |
As of 2025 Q4 — sorted by position size