FormulaFolio Investments, LLC: IVV position timeline

FormulaFolio Investments, LLC held 4,172 IVV shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 4,172 shares

   Change vs previous 13F -10 shares

   0.6% of the 13F portfolio, value $1,794,000.

   13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2021-03-31

   13F 4,182 shares

   Change vs previous 13F -197,021 shares

   0.57% of the 13F portfolio, value $1,739,000.

   13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
   Filed 2021-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2020-12-31

   13F 201,203 shares

   Change vs previous 13F +112,898 shares

   1.58% of the 13F portfolio, value $75,530,000.

   13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
   Filed 2021-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2020-09-30

   13F 88,305 shares

   Change vs previous 13F +10,952 shares

   1.14% of the 13F portfolio, value $29,676,000.

   13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
   Filed 2020-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2020-06-30

   13F 77,353 shares

   Change vs previous 13F -3,392 shares

   0.98% of the 13F portfolio, value $23,956,000.

   13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
   Filed 2020-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2020-03-31

   13F 80,745 shares

   Change vs previous 13F -174,331 shares

   1.12% of the 13F portfolio, value $20,865,000.

   13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2019-12-31

   13F 255,076 shares

   Change vs previous 13F -409,616 shares

   2.94% of the 13F portfolio, value $82,451,000.

   13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
   Filed 2020-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2019-09-30

   13F 664,692 shares

   Change vs previous 13F not available

   7.66% of the 13F portfolio, value $198,424,000.

   13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).