IVV — ISHARES TR

Ownership history in FIRST COMMONWEALTH FINANCIAL CORP /PA/  ·  29 quarters on record

AI Ownership Summary

FIRST COMMONWEALTH FINANCIAL CORP /PA/ reported ISHARES TR (IVV) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 25.02% in 2023 Q4. The latest visible filing shows IVV at 18.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST COMMONWEALTH FINANCIAL CORP /PA/'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVV was reported at 18.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page FIRST COMMONWEALTH FINANCIAL CORP /PA/ fund profile FIRST COMMONWEALTH FINANCIAL CORP /PA/ full holdings
How FIRST COMMONWEALTH FINANCIAL CORP /PA/ held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 159,524 -8,410 -5.0% 18.02% $109.3M 2026-02-14 (Est.) $682.94
2025 Q2 ADDED 167,934 +8,330 +5.2% 22.52% $104.3M 2025-08-14 $642.19
2025 Q1 REDUCED 159,604 -7,943 -4.7% 21.12% $89.7M 2025-05-15 $585.92
2024 Q4 REDUCED 167,547 -1,628 -1.0% 23.26% $98.6M 2025-02-13 $603.29
2024 Q3 REDUCED 169,175 -553 -0.3% 23.36% $97.6M 2024-11-13 $588.95
2024 Q2 REDUCED 169,728 -3,319 -1.9% 23.92% $92.9M 2024-08-14 $534.48
2024 Q1 ADDED 173,047 +3,800 +2.2% 24.15% $91.0M 2024-05-14 $512.56
2023 Q4 REDUCED 169,247 -9,423 -5.3% 25.02% $80.8M 2024-02-14 $486.73
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

DWR WEALTH MANAGEMENT, LLC 16.1% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 15.7% Bangor Savings Bank 3Y 7Y 14.53% Silverleafe Capital Partners, LLC 3Y 7Y 8.68% Stairway Partners, LLC 3Y 7Y 7.1% First Financial Bank - Trust Division 3Y 7Y 4.53% Coastline Trust Co 3Y 7Y 4.03% McAlister, Sweet & Associates, Inc. 3Y 2.44% BEACON FINANCIAL GROUP 3Y 7Y 2.18% First County Bank /CT/ 2.17%

FAQ About FIRST COMMONWEALTH FINANCIAL CORP /PA/ and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST COMMONWEALTH FINANCIAL CORP /PA/ reported owning IVV?

FIRST COMMONWEALTH FINANCIAL CORP /PA/ reported IVV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in FIRST COMMONWEALTH FINANCIAL CORP /PA/'s portfolio?

The largest reported portfolio weight for IVV was 25.02% in 2023 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when FIRST COMMONWEALTH FINANCIAL CORP /PA/ reported 159,524 shares, equal to 18.02% of portfolio, with an estimated market value of $109.3M.

What does the chart on this IVV ownership page compare?

The chart compares FIRST COMMONWEALTH FINANCIAL CORP /PA/'s quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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