Zacks Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.36M | Buy |
8,213
+1,885
| +30% | +$1.29M | 0.04% | 215 |
|
|
2025
Q4 | $4.33M | Sell |
6,328
-799
| -11% | -$543K | 0.03% | 250 |
|
|
2025
Q3 | $4.77M | Buy |
7,127
+508
| +8% | +$327K | 0.04% | 226 |
|
|
2025
Q2 | $4.11M | Buy |
6,619
+699
| +12% | +$401K | 0.04% | 237 |
|
|
2025
Q1 | $3.33M | Sell |
5,920
-901
| -13% | -$532K | 0.03% | 265 |
|
|
2024
Q4 | $4.02M | Buy |
6,821
+109
| +2% | +$64.5K | 0.04% | 245 |
|
|
2024
Q3 | $3.87M | Buy |
6,712
+2,029
| +43% | +$1.13M | 0.03% | 249 |
|
|
2024
Q2 | $2.56M | Buy |
4,683
+72
| +2% | +$37.9K | 0.03% | 255 |
|
|
2024
Q1 | $2.42M | Buy |
4,611
+966
| +27% | +$483K | 0.03% | 290 |
|
|
2023
Q4 | $1.74M | Buy |
3,645
+1,801
| +98% | +$806K | 0.02% | 306 |
|
|
2023
Q3 | $792K | Sell |
1,844
-146
| -7% | -$65.3K | 0.01% | 403 |
|
|
2023
Q2 | $887K | Sell |
1,990
-26
| -1% | -$11K | 0.01% | 393 |
|
|
2023
Q1 | $829K | Buy |
2,016
+167
| +9% | +$67K | 0.01% | 392 |
|
|
2022
Q4 | $710K | Sell |
1,849
-2,234
| -55% | -$862K | 0.01% | 401 |
|
|
2022
Q3 | $1.47M | Buy |
4,083
+297
| +8% | +$119K | 0.02% | 295 |
|
|
2022
Q2 | $1.44M | Buy |
3,786
+601
| +19% | +$247K | 0.02% | 299 |
|
|
2022
Q1 | $1.45M | Sell |
3,185
-223
| -7% | -$99.7K | 0.02% | 326 |
|
|
2021
Q4 | $1.63M | Buy |
3,408
+28
| +0.8% | +$12.9K | 0.02% | 319 |
|
|
2021
Q3 | $1.46M | Buy |
3,380
+1,659
| +96% | +$735K | 0.02% | 326 |
|
|
2021
Q2 | $740K | Buy |
1,721
+922
| +115% | +$386K | 0.01% | 407 |
|
|
2021
Q1 | $318K | Buy |
799
+3
| +0.4% | +$1.16K | 0.01% | 454 |
|
|
2020
Q4 | $299K | Buy |
796
+3
| +0.4% | +$1.07K | 0.01% | 467 |
|
|
2020
Q3 | $266K | Sell |
793
-207
| -21% | -$68.9K | 0.01% | 466 |
|
|
2020
Q2 | $310K | Buy |
1,000
+214
| +27% | +$62.8K | 0.01% | 439 |
|
|
2020
Q1 | $203K | Buy |
786
+5
| +0.6% | +$1.53K | 0.01% | 461 |
|
|
2019
Q4 | $253K | Sell |
781
-1,468
| -65% | -$454K | ﹤0.01% | 500 |
|
|
2019
Q3 | $671K | Sell |
2,249
-725
| -24% | -$216K | 0.01% | 414 |
|
|
2019
Q2 | $876K | Buy |
2,974
+177
| +6% | +$51.3K | 0.02% | 408 |
|
|
2019
Q1 | $796K | Sell |
2,797
-21
| -0.7% | -$5.74K | 0.02% | 418 |
|
|
2018
Q4 | $709K | Buy |
2,818
+66
| +2% | +$17.9K | 0.02% | 402 |
|
|
2018
Q3 | $805K | Buy |
2,752
+1,880
| +216% | +$539K | 0.02% | 419 |
|
|
2018
Q2 | $238K | Buy |
+872
| New | +$237K | 0.01% | 500 |
|
|
2018
Q1 | – | Sell |
-5,033
| Closed | -$1.35M | – | 564 |
|
|
2017
Q4 | $1.35M | Buy |
+5,033
| New | +$1.32M | 0.03% | 337 |
|
Other funds holding IVV
Zacks Investment Management's IVV Position: Q1 2026 in Review
Zacks Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q1 2026, buying an estimated $1.29M and bringing the position to 8,213 shares worth $5.36M. The position accounts for 0.04% of the portfolio, ranked #215.
Zacks Investment Management first reported a position in IVV in Q4 2017 and has held it in 33 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Zacks Investment Management held 8,213 shares of iShares Core S&P 500 ETF worth $5.36M as of Q1 2026.
- Zacks Investment Management bought 1,885 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.29M.
- iShares Core S&P 500 ETF made up 0.04% of Zacks Investment Management's portfolio in Q1 2026, its #215 holding.
- Zacks Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
- 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.