IVV — ISHARES TR

Ownership history in Upper Left Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in ISHARES TR (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
2.03% (2025 Q1)
Avg. % of fund
1.16%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,514 -66 -1.4% 1.88% $3.1M $683.12
2025 Q3 REDUCED 4,580 -30 -0.7% 1.92% $3.1M $665.17
2025 Q2 REDUCED 4,610 -431 -8.5% 1.91% $2.9M $615.21
2025 Q1 ADDED 5,041 +2,787 +123.6% 2.03% $2.8M $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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