MinichMacGregor Wealth Management, LLC: IVV position timeline

MinichMacGregor Wealth Management, LLC held 18,500 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 18,500 shares

   Change vs previous 13F +422 shares

   2.1% of the 13F portfolio, value $13,854,850.

   13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 18,078 shares

   Change vs previous 13F +1,733 shares

   2.08% of the 13F portfolio, value $11,808,883.

   13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,345 shares

   Change vs previous 13F -16 shares

   2.03% of the 13F portfolio, value $11,195,963.

   13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,361 shares

   Change vs previous 13F +318 shares

   2.14% of the 13F portfolio, value $10,950,417.

   13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,043 shares

   Change vs previous 13F +3,444 shares

   2.13% of the 13F portfolio, value $9,961,099.

   13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 12,599 shares

   Change vs previous 13F -3,033 shares

   1.59% of the 13F portfolio, value $7,079,378.

   13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 15,632 shares

   Change vs previous 13F -144 shares

   1.91% of the 13F portfolio, value $9,202,246.

   13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 15,776 shares

   Change vs previous 13F not available

   1.95% of the 13F portfolio, value $9,099,912.

   13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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