Zevin Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Zevin Asset Management's IVV Position: Q1 2026 in Review
Zevin Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 482 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #78.
Zevin Asset Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $330K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Zevin Asset Management held 482 shares of iShares Core S&P 500 ETF worth $315K as of Q1 2026.
- Zevin Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.04% of Zevin Asset Management's portfolio in Q1 2026, its #78 holding.
- Zevin Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- Zevin Asset Management's iShares Core S&P 500 ETF position peaked at $330K in Q4 2025.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.