IVV — S&P 500 INDEX FUND

Ownership history in Wealthcare Advisory Partners LLC  ·  39 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported S&P 500 INDEX FUND (IVV) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows IVV at 0.90% 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 Wealthcare Advisory Partners LLC's position in S&P 500 INDEX FUND, 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 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 66,926 +1,731 +2.7% 0.90% $45.8M 2026-02-14 (Est.) $682.94
2025 Q3 ADDED 65,195 +1,412 +2.2% 0.91% $43.6M 2025-11-07 $670.18
2025 Q2 ADDED 63,783 +4,083 +6.8% 0.90% $39.6M 2025-07-22 $625.95
2025 Q1 ADDED 59,700 +18,565 +45.1% 0.90% $33.5M 2025-04-15 $533.58
2024 Q4 REDUCED 41,135 -2,352 -5.4% 0.67% $24.2M 2025-01-15 $586.51
2024 Q3 REDUCED 43,487 -525 -1.2% 0.71% $25.1M 2024-11-04 $561.83
2024 Q2 REDUCED 44,012 -1,345 -3.0% 0.75% $24.1M 2024-08-12 $524.02
2024 Q1 REDUCED 45,357 -5,579 -11.0% 0.78% $23.8M 2024-04-15 $494.03
2023 Q4 REDUCED 50,936 -2,442 -4.6% 0.97% $24.3M 2024-02-06 $482.21
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

DWR WEALTH MANAGEMENT, LLC 16.1% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 15.7% IFS Advisors, LLC 3Y 15.63% Bangor Savings Bank 3Y 7Y 14.53% Box Hill Private Wealth LLC 14.27% PRIVATE CLIENT SERVICES, LLC 10.66% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 8.98% Silverleafe Capital Partners, LLC 3Y 7Y 8.68% Stairway Partners, LLC 3Y 7Y 7.1% First Financial Bank - Trust Division 3Y 7Y 4.53%

FAQ About Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC reported owning IVV?

Wealthcare Advisory Partners LLC reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for IVV was 0.97% in 2023 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Wealthcare Advisory Partners LLC reported 66,926 shares, equal to 0.90% of portfolio, with an estimated market value of $45.8M.

What does the chart on this IVV ownership page compare?

The chart compares Wealthcare Advisory Partners 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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