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Disclosery

IFS Advisors, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFS Advisors, LLC on IVV, newest first. How the timeline and the estimate are built.

IFS Advisors, LLC held 45,588 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,588 shares
    Change vs previous 13F -834 shares

    16.35% of the 13F portfolio, value $34,140,731.

    13F-HR 0001765617-26-000005 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 46,422 shares
    Change vs previous 13F -422 shares

    15.63% of the 13F portfolio, value $30,323,553.

    13F-HR 0001765617-26-000004 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 46,844 shares
    Change vs previous 13F -15,069 shares

    16.67% of the 13F portfolio, value $32,085,430.

    13F-HR 0001765617-26-000002 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,913 shares
    Change vs previous 13F -1,106 shares

    24.25% of the 13F portfolio, value $41,438,740.

    13F-HR 0001765617-25-000010 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 63,019 shares
    Change vs previous 13F -26,928 shares

    29.61% of the 13F portfolio, value $39,129,015.

    13F-HR 0001765617-25-000007 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 89,947 shares
    Change vs previous 13F -212 shares

    41.04% of the 13F portfolio, value $50,541,223.

    13F-HR 0001765617-25-000005 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 90,159 shares
    Change vs previous 13F -1,974 shares

    41.72% of the 13F portfolio, value $53,074,884.

    13F-HR 0001765617-25-000002 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 92,133 shares
    Change vs previous 13F not available

    42.09% of the 13F portfolio, value $53,144,615.

    13F-HR 0001765617-24-000006 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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