ZIG
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Zuckerman Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Zuckerman Investment Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$902K Buy
1,204
+38
+3% +$27.7K 0.08% 85
2026
Q1 		$762K Hold
1,166
– – 0.07% 82
2025
Q4 		$799K Sell
1,166
-14
-1% -$9.51K 0.07% 86
2025
Q3 		$790K Buy
1,180
+18
+2% +$11.6K 0.07% 89
2025
Q2 		$721K Buy
1,162
+33
+3% +$18.9K 0.07% 91
2025
Q1 		$634K Buy
1,129
+5
+0.4% +$2.95K 0.07% 98
2024
Q4 		$675K Buy
1,124
+20
+2% +$11.8K 0.06% 94
2024
Q3 		$637K Sell
1,104
-193
-15% -$107K 0.07% 91
2024
Q2 		$710K Buy
1,297
+178
+16% +$93.6K 0.08% 81
2024
Q1 		$588K Buy
1,119
+23
+2% +$11.5K 0.07% 87
2023
Q4 		$523K Hold
1,096
– – 0.07% 86
2023
Q3 		$471K Buy
1,096
+45
+4% +$20.1K 0.07% 88
2023
Q2 		$468K Buy
1,051
+266
+34% +$112K 0.07% 82
2023
Q1 		$323K Hold
785
– – 0.05% 95
2022
Q4 		$302K Hold
785
– – 0.05% 105
2022
Q3 		$282K Sell
785
-115
-13% -$45.9K 0.05% 96
2022
Q2 		$341K Buy
900
+115
+15% +$47.3K 0.06% 83
2022
Q1 		$356K Hold
785
– – 0.06% 85
2021
Q4 		$374K Hold
785
– – 0.06% 88
2021
Q3 		$338K Sell
785
-5
-0.6% -$2.22K 0.06% 91
2021
Q2 		$340K Hold
790
– – 0.05% 94
2021
Q1 		$314K Buy
790
+155
+24% +$60K 0.05% 89
2020
Q4 		$238K Hold
635
– – 0.04% 80
2020
Q3 		$213K Buy
+635
New +$211K 0.05% 74

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Zuckerman Investment Group's IVV Position: Q2 2026 in Review

Zuckerman Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,204 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #85.

Zuckerman Investment Group first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Zuckerman Investment Group held 1,204 shares of iShares Core S&P 500 ETF worth $902K as of Q2 2026.
  • Zuckerman Investment Group bought 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core S&P 500 ETF made up 0.08% of Zuckerman Investment Group's portfolio in Q2 2026, its #85 holding.
  • Zuckerman Investment Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.