Zevin Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Zevin Asset Management's IVV Position: Q2 2026 in Review
Zevin Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 482 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #78.
Zevin Asset Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Zevin Asset Management held 482 shares of iShares Core S&P 500 ETF worth $361K as of Q2 2026.
- Zevin Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.05% of Zevin Asset Management's portfolio in Q2 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 3 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.