Independent Advisor Alliance’s Zillow Z Stock Holding History

Independent Advisor Alliance’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,141	Closed	-$242K	–	1055
2025 Q3	$242K	Sell	3,141 -40	-1%	-$3.27K	0.01%	826
2025 Q2	$223K	Sell	3,181 -137	-4%	-$9.23K	0.01%	811
2025 Q1	$227K	Sell	3,318 -302	-8%	-$23.1K	0.01%	736
2024 Q4	$268K	Buy	3,620 +120	+3%	+$8.58K	﹤0.01%	1176
2024 Q3	$223K	Buy	+3,500	New	+$188K	0.01%	638
2021 Q3	–	Sell	-2,123	Closed	-$259K	–	677
2021 Q2	$259K	Buy	2,123 +476	+29%	+$57.9K	0.01%	535
2021 Q1	$214K	Buy	+1,647	New	+$244K	0.01%	548

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's Z Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Zillow (Z) in Q4 2025, closing a stake of 3,141 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in Z in Q1 2021 and held it in 7 quarters. The position peaked at $268K in Q4 2024. 528 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Independent Advisor Alliance reported no remaining Zillow position as of Q4 2025 after selling out during the quarter.
Independent Advisor Alliance sold 3,141 Zillow shares in Q4 2025, an estimated $242K.
Independent Advisor Alliance first reported a position in Zillow in Q1 2021 and held it in 7 quarters.
Independent Advisor Alliance's Zillow position peaked at $268K in Q4 2024.
528 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.