IVV — ISHARES TR CORE S&P500 ETF

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  49 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported ISHARES TR CORE S&P500 ETF (IVV) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 36.93% in 2024 Q4. The latest visible filing shows IVV at 35.76% 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 PLANNING ALTERNATIVES LTD /ADV's position in ISHARES TR CORE S&P500 ETF, 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 35.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
36.93% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 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 PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 414,533 -5,314 -1.3% 35.76% $283.9M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 419,847 -317 -0.1% 36.09% $281.0M 2025-11-12 $682.40
2025 Q2 ADDED 420,164 +2,251 +0.5% 36.30% $260.9M 2025-08-12 $639.83
2025 Q1 ADDED 417,913 +9,826 +2.4% 36.00% $234.8M 2025-05-09 $559.95
2024 Q4 REDUCED 408,087 -3,331 -0.8% 36.93% $240.2M 2025-02-06 $600.07
2024 Q3 REDUCED 411,418 -2,656 -0.6% 36.12% $237.3M 2024-11-12 $588.50
2024 Q2 REDUCED 414,074 -2,463 -0.6% 36.69% $226.6M 2024-07-25 $529.13
2024 Q1 REDUCED 416,537 -6,421 -1.5% 35.99% $219.0M 2024-04-17 $490.22
2023 Q4 REDUCED 422,958 -4,347 -1.0% 35.38% $202.0M 2024-01-23 $473.32
2023 Q3 REDUCED 427,305 -6,355 -1.5% 35.56% $183.5M 2023-10-17 $423.82
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About PLANNING ALTERNATIVES LTD /ADV and IVV

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

How long has PLANNING ALTERNATIVES LTD /ADV reported owning IVV?

PLANNING ALTERNATIVES LTD /ADV reported IVV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVV position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for IVV was 36.93% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 414,533 shares, equal to 35.76% of portfolio, with an estimated market value of $283.9M.

What does the chart on this IVV ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV'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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