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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Zuckerman Investment Group's IVV Position: Q1 2026 in Review

Zuckerman Investment Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,166 shares worth $762K. The position accounts for 0.07% of the portfolio, ranked #82.

Zuckerman Investment Group first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. The position peaked at $799K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Zuckerman Investment Group held 1,166 shares of iShares Core S&P 500 ETF worth $762K as of Q1 2026.
  • Zuckerman Investment Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #82 holding.
  • Zuckerman Investment Group first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Zuckerman Investment Group's iShares Core S&P 500 ETF position peaked at $799K in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.