IVV — ISHARES CORE S&P 500 ETF

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in ISHARES CORE S&P 500 ETF (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.

Peak position
18.49% (2024 Q4)
Avg. % of fund
17.17%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,393 +580 +1.0% 17.61% $38.6M $683.12
2025 Q3 ADDED 55,813 +690 +1.3% 17.60% $37.4M $665.17
2025 Q2 ADDED 55,123 +2,753 +5.3% 18.14% $34.2M $615.21
2025 Q1 REDUCED 52,370 -1,142 -2.1% 17.50% $29.4M $555.02
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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