Zullo Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Zullo Investment Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Hold	2,791	–	–	0.13%	112
2026 Q1	$316K	Buy	2,791 +4	+0.1%	+$481	0.12%	117
2025 Q4	$344K	Sell	2,787 -332	-11%	-$40.6K	0.13%	109
2025 Q3	$377K	Hold	3,119	–	–	0.14%	107
2025 Q2	$343K	Buy	3,119 +1	+0%	+$99	0.14%	109
2025 Q1	$289K	Hold	3,118	–	–	0.12%	120
2024 Q4	$317K	Hold	3,118	–	–	0.13%	117
2024 Q3	$299K	Sell	3,118 -45	-1%	-$4.16K	0.12%	122
2024 Q2	$293K	Hold	3,163	–	–	0.13%	120
2024 Q1	$267K	Sell	3,163 -62	-2%	-$4.98K	0.13%	130
2023 Q4	$242K	Sell	3,225 -15	-0.5%	-$1.07K	0.12%	126
2023 Q3	$222K	Sell	3,240 -15	-0.5%	-$1.06K	0.13%	127
2023 Q2	$229K	Sell	3,255 -72	-2%	-$4.76K	0.13%	123
2023 Q1	$213K	Sell	3,327 -13	-0.4%	-$795	0.13%	130
2022 Q4	$195K	Buy	3,340 +6	+0.2%	+$360	0.12%	136
2022 Q3	$193K	Sell	3,334 -11	-0.3%	-$715	0.12%	132
2022 Q2	$202K	Hold	3,345	–	–	0.13%	136
2022 Q1	$255K	Sell	3,345 -2,143	-39%	-$161K	0.13%	128
2021 Q4	$459K	Buy	+5,488	New	+$442K	0.24%	87

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Zullo Investment Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,791 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #112.

Zullo Investment Group first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $459K in Q4 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Zullo Investment Group held 2,791 shares of iShares S&P 500 Growth ETF worth $384K as of Q2 2026.
Zullo Investment Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of Zullo Investment Group's portfolio in Q2 2026, its #112 holding.
Zullo Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Zullo Investment Group's iShares S&P 500 Growth ETF position peaked at $459K in Q4 2021.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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