IVV β€” ISHARES TR

Ownership history in Union Investments & Development Ltd.  Β·  12 quarters on record

AI Ownership Summary

Union Investments & Development Ltd. reported ISHARES TR (IVV) in 12 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 38.87% in 2023 Q3. The latest visible filing shows IVV at 5.01% 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 Union Investments & Development Ltd.'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
2024 Q3

IVV was reported at 5.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
38.87% in 2023 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 2024 Q3

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 Union Investments & Development Ltd. fund profile Union Investments & Development Ltd. full holdings
How Union Investments & Development Ltd. held IVV β€” position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 770 β€” 0% 5.01% $868K 2024-11-14 (Est.) $585.05
2024 Q2 UNCHANGED 770 β€” 0% 5.07% $830K 2024-08-08 $521.53
2024 Q1 REDUCED 770 -81,683 -99.1% 3.59% $789K 2024-05-07 $506.61
2023 Q4 REDUCED 82,453 -85,000 -50.8% 37.19% $39.7M 2024-02-13 $482.43
2023 Q3 UNCHANGED 167,453 β€” 0% 38.87% $72.2M 2023-11-13 $427.80
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVV

As of 2025 Q4 β€” 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 Union Investments & Development Ltd. and IVV

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

How long has Union Investments & Development Ltd. reported owning IVV?

Union Investments & Development Ltd. reported IVV across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported IVV position in Union Investments & Development Ltd.'s portfolio?

The largest reported portfolio weight for IVV was 38.87% in 2023 Q3.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2024 Q3, when Union Investments & Development Ltd. reported 770 shares, equal to 5.01% of portfolio, with an estimated market value of $868K.

What does the chart on this IVV ownership page compare?

The chart compares Union Investments & Development Ltd.'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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