IVV — ISHARES

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in ISHARES (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
33.16% (2024 Q4)
Avg. % of fund
29.88%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 157,873 -14,091 -8.2% 24.20% $108.1M $683.12
2025 Q3 REDUCED 171,964 -16,448 -8.7% 26.63% $115.1M $665.17
2025 Q2 REDUCED 188,412 -8,684 -4.4% 29.79% $117.0M $615.21
2025 Q1 ADDED 197,096 +2,271 +1.2% 32.45% $110.7M $555.02
5 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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