WEDGEWOOD INVESTORS INC /PA/ IVV — ishares S&P 500 MF

Ownership history in WEDGEWOOD INVESTORS INC /PA/  ·  76 quarters on record

AI Ownership Summary

WEDGEWOOD INVESTORS INC /PA/ reported ishares S&P 500 MF (IVV) in 76 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.81% in 2025 Q4. The latest visible filing shows IVV at 2.65% 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 WEDGEWOOD INVESTORS INC /PA/'s position in ishares S&P 500 MF, 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
2026 Q2

IVV was reported at 2.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 WEDGEWOOD INVESTORS INC /PA/ fund profile WEDGEWOOD INVESTORS INC /PA/ full holdings
How WEDGEWOOD INVESTORS INC /PA/ held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,448 -103 -2.9% 2.65% $2.6M 2026-07-31 $748.16
2026 Q1 REDUCED — — — 3,551 -52 -1.4% 2.66% $2.3M 2026-05-05 $722.94
2025 Q4 UNCHANGED — — — 3,603 — 0% 2.81% $2.5M 2026-02-04 $683.64
2025 Q3 REDUCED — — — 3,603 -38 -1.0% 2.64% $2.4M 2025-10-23 $667.08
2025 Q2 REDUCED — — — 3,641 -2 -0.1% 2.60% $2.3M 2025-07-30 $628.16
2025 Q1 UNCHANGED — — — 3,643 — 0% 2.43% $2.0M 2025-04-29 $547.08
2024 Q4 REDUCED — — — 3,643 -3 -0.1% 2.53% $2.1M 2025-01-30 $595.31
2024 Q3 REDUCED — — — 3,646 -4 -0.1% 2.30% $2.1M 2024-10-31 $557.42
2024 Q2 REDUCED 20.9% +5.8% ❌ 3,650 -964 -20.9% 2.37% $2.0M 2024-07-25 $526.19
67 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q3 — sorted by position size

Alaska Permanent Fund Corp 3Y 60.14% MKD WEALTH COACHES, LLC 3Y 7Y 56.14% Leverty Financial Group, LLC 3Y 34.96% St. Clair Advisors, LLC 32.85% BankPlus Wealth Management LLC 27.95% FORM Wealth Advisors, LLC 27.26% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 27.17% Advus Financial Partners, LLC 25.68% GoalFusion Wealth Management, LLC 3Y 25.62% Adirondack Capital Advisors, LLC 25.35%

FAQ About WEDGEWOOD INVESTORS INC /PA/ and IVV

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

How long has WEDGEWOOD INVESTORS INC /PA/ reported owning IVV?

WEDGEWOOD INVESTORS INC /PA/ reported IVV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IVV position in WEDGEWOOD INVESTORS INC /PA/'s portfolio?

The largest reported portfolio weight for IVV was 2.81% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q2, when WEDGEWOOD INVESTORS INC /PA/ reported 3,448 shares, equal to 2.65% of portfolio, with an estimated market value of $2.6M.

What does the chart on this IVV ownership page compare?

The chart compares WEDGEWOOD INVESTORS INC /PA/'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.

How well did WEDGEWOOD INVESTORS INC /PA/ time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, WEDGEWOOD INVESTORS INC /PA/ correctly timed 22 out of 55 reported position changes (40%). The annualised alpha on IVV relative to SPY over the holding period was +0.0%.

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