Zinnia Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Zinnia Wealth Advisory's IVV Position: Q2 2026 in Review
Zinnia Wealth Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 435 shares worth $326K. The position accounts for 0.33% of the portfolio, ranked #67.
Zinnia Wealth Advisory 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.
- Zinnia Wealth Advisory held 435 shares of iShares Core S&P 500 ETF worth $326K as of Q2 2026.
- Zinnia Wealth Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.33% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #67 holding.
- Zinnia Wealth Advisory 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 Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.