IVV — iShares Core S&P 500

Ownership history in Ullmann Wealth Partners Group, LLC  ·  35 quarters on record

AI Ownership Summary

Ullmann Wealth Partners Group, LLC reported iShares Core S&P 500 (IVV) in 35 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 20.01% in 2025 Q3. The latest visible filing shows IVV at 19.75% 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 Ullmann Wealth Partners Group, LLC's position in iShares Core S&P 500, 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 19.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.01% in 2025 Q3

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 Ullmann Wealth Partners Group, LLC fund profile Ullmann Wealth Partners Group, LLC full holdings
How Ullmann Wealth Partners Group, LLC 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 ADDED 276,989 +3,328 +1.2% 19.75% $189.8M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 273,661 +13,231 +5.1% 20.01% $183.2M 2025-10-17 $663.57
2025 Q2 ADDED 260,430 +18,442 +7.6% 19.11% $161.7M 2025-07-11 $620.70
2025 Q1 REDUCED 241,988 -1,787 -0.7% 18.07% $136.0M 2025-04-11 $530.41
2024 Q4 REDUCED 243,775 -2,890 -1.2% 18.52% $143.5M 2025-01-15 $586.51
2024 Q3 ADDED 246,665 +8,142 +3.4% 18.40% $142.3M 2024-10-15 $571.57
2024 Q2 ADDED 238,523 +6,854 +3.0% 18.61% $130.5M 2024-08-08 $521.53
2024 Q1 ADDED 231,669 +4,222 +1.9% 18.11% $121.8M 2024-05-10 $510.05
2023 Q4 ADDED 227,447 +4,388 +2.0% 17.73% $108.6M 2024-01-11 $464.88
2023 Q3 ADDED 223,059 +69,996 +45.7% 17.89% $95.8M 2023-10-13 $419.33
25 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% Missouri Education Pension Trust 71.44% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04%

FAQ About Ullmann Wealth Partners Group, LLC and IVV

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

How long has Ullmann Wealth Partners Group, LLC reported owning IVV?

Ullmann Wealth Partners Group, LLC reported IVV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVV position in Ullmann Wealth Partners Group, LLC's portfolio?

The largest reported portfolio weight for IVV was 20.01% in 2025 Q3.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Ullmann Wealth Partners Group, LLC reported 276,989 shares, equal to 19.75% of portfolio, with an estimated market value of $189.8M.

What does the chart on this IVV ownership page compare?

The chart compares Ullmann Wealth Partners Group, LLC'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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