White & Co Financial Planning Inc IVV — ISHARES TR

Ownership history in White & Co Financial Planning Inc  ·  6 quarters on record

AI Ownership Summary

White & Co Financial Planning Inc reported ISHARES TR (IVV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q4. The latest visible filing shows IVV at 0.17% 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.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was White & Co Financial Planning Inc'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
2026 Q1

IVV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 White & Co Financial Planning Inc fund profile White & Co Financial Planning Inc full holdings
How White & Co Financial Planning Inc 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 370 -54 -12.7% 0.17% $242K 2026-05-06 $737.41
2025 Q4 UNCHANGED — — — 424 — 0% 0.22% $290K 2026-01-20 $678.79
2025 Q3 REDUCED 8.4% +3.6% ❌ 424 -39 -8.4% 0.21% $284K 2025-10-21 $670.27
2025 Q2 REDUCED 12.1% +7.7% ❌ 463 -64 -12.1% 0.23% $286K 2025-07-22 $625.95
2025 Q1 REDUCED 15.8% +10.8% ❌ 527 -99 -15.8% 0.25% $294K 2025-05-07 $556.87
2024 Q4 INITIATED — — — 626 — — 0.31% $369K 2025-01-23 $603.32

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% TOEWS CORP /ADV 3Y 94.69% GENWORTH FINANCIAL INC 3Y 7Y 91.85% Conrad N. Hilton Foundation 3Y 7Y 87.27% FINANCIAL COUNSELORS INC 3Y 7Y 75.71% UNC Management Company, Inc. 3Y 74.58% Michael & Susan Dell Foundation 3Y 7Y 73.08% POTOMAC FUND MANAGEMENT INC /ADV 68.45% AGAVE CAPITAL MANAGEMENT Ltd 62.24%

FAQ About White & Co Financial Planning Inc and IVV

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

How long has White & Co Financial Planning Inc reported owning IVV?

White & Co Financial Planning Inc reported IVV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IVV position in White & Co Financial Planning Inc's portfolio?

The largest reported portfolio weight for IVV was 0.31% in 2024 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when White & Co Financial Planning Inc reported 370 shares, equal to 0.17% of portfolio, with an estimated market value of $242K.

What does the chart on this IVV ownership page compare?

The chart compares White & Co Financial Planning Inc'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 White & Co Financial Planning Inc time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, White & Co Financial Planning Inc correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on IVV relative to SPY over the holding period was +0.1%.

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