Ownership history in PENNEY FINANCIAL, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which PENNEY FINANCIAL, 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 | 1,374 | — | 0% | 0.36% | $941K | $683.12 |
| 2025 Q3 | REDUCED | 1,374 | -480 | -25.9% | 0.41% | $920K | $665.17 |
| 2025 Q2 | UNCHANGED | 1,854 | — | 0% | 0.59% | $1.2M | $615.21 |
| 2025 Q1 | UNCHANGED | 1,854 | — | 0% | 0.68% | $1.0M | $555.02 |
| 2024 Q4 | ADDED | 1,854 | +270 | +17.0% | 0.73% | $1.1M | $579.67 |
| 2024 Q3 | INITIATED | 1,584 | — | — | 0.61% | $833K | $566.00 |
As of 2025 Q4 — sorted by position size