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Zullo Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Zullo Investment Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Hold
1,024
– – 0.08% 142
2026
Q1 		$216K Buy
+1,024
New +$222K 0.08% 146
2024
Q4 		– Sell
-1,022
Closed -$202K – 153
2024
Q3 		$202K Buy
+1,022
New +$194K 0.08% 145
2023
Q1 		– Sell
-1,028
Closed -$149K – 428
2022
Q4 		$149K Buy
1,028
+25
+2% +$3.57K 0.09% 161
2022
Q3 		$129K Sell
1,003
-6
-0.6% -$850 0.08% 176
2022
Q2 		$139K Hold
1,009
– – 0.09% 171
2022
Q1 		$157K Hold
1,009
– – 0.08% 178
2021
Q4 		$158K Buy
+1,009
New +$153K 0.08% 182

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zullo Investment Group's IVE Position: Q2 2026 in Review

Zullo Investment Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,024 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #142.

Zullo Investment Group first reported a position in IVE in Q4 2021 and has held it in 8 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Zullo Investment Group held 1,024 shares of iShares S&P 500 Value ETF worth $233K as of Q2 2026.
  • Zullo Investment Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.08% of Zullo Investment Group's portfolio in Q2 2026, its #142 holding.
  • Zullo Investment Group first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 8 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.