ZIG
IVV icon

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

Zullo 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 		$2.25M Sell
3,000
-29
-1% -$21.1K 0.77% 31
2026
Q1 		$1.98M Buy
3,029
+24
+0.8% +$16.4K 0.75% 35
2025
Q4 		$2.06M Sell
3,005
-206
-6% -$140K 0.75% 30
2025
Q3 		$2.15M Sell
3,211
-10
-0.3% -$6.44K 0.79% 30
2025
Q2 		$2M Sell
3,221
-7
-0.2% -$4.02K 0.81% 30
2025
Q1 		$1.81M Sell
3,228
-42
-1% -$24.8K 0.78% 32
2024
Q4 		$1.93M Sell
3,270
-26
-0.8% -$15.4K 0.78% 32
2024
Q3 		$1.9M Sell
3,296
-7
-0.2% -$3.89K 0.79% 34
2024
Q2 		$1.81M Sell
3,303
-18
-0.5% -$9.46K 0.79% 33
2024
Q1 		$1.75M Sell
3,321
-6
-0.2% -$3K 0.82% 31
2023
Q4 		$1.59M Sell
3,327
-10
-0.3% -$4.48K 0.81% 32
2023
Q3 		$1.43M Sell
3,337
-40
-1% -$17.9K 0.84% 33
2023
Q2 		$1.51M Sell
3,377
-32
-0.9% -$13.5K 0.86% 29
2023
Q1 		$1.4M Sell
3,409
-124
-4% -$49.7K 0.87% 31
2022
Q4 		$1.36M Sell
3,533
-10
-0.3% -$3.86K 0.83% 29
2022
Q3 		$1.27M Buy
3,543
+24
+0.7% +$9.58K 0.82% 27
2022
Q2 		$1.33M Sell
3,519
-98
-3% -$40.3K 0.83% 25
2022
Q1 		$1.64M Buy
3,617
+2
+0.1% +$894 0.85% 22
2021
Q4 		$1.72M Buy
+3,615
New +$1.67M 0.89% 20

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Zullo Investment Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.96% in Q2 2026, selling an estimated $21.1K and leaving 3,000 shares worth $2.25M. The position accounts for 0.77% of the portfolio, ranked #31.

Zullo Investment Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Zullo Investment Group held 3,000 shares of iShares Core S&P 500 ETF worth $2.25M as of Q2 2026.
  • Zullo Investment Group sold 29 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Core S&P 500 ETF made up 0.77% of Zullo Investment Group's portfolio in Q2 2026, its #31 holding.
  • Zullo Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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