iShares S&P 500 Index shares owned by Zullo Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Zullo Investment Group
from 13F filings
Historical chart of Zullo Investment Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Zullo Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Zullo Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 3.0k | 684.96 |
| 2025-09-30 | $2.1M | 3.2k | 669.49 |
| 2025-06-30 | $2.0M | 3.2k | 621.06 |
| 2025-03-31 | $1.8M | 3.2k | 561.84 |
| 2024-12-31 | $1.9M | 3.3k | 588.78 |
| 2024-09-30 | $1.9M | 3.3k | 576.89 |
| 2024-06-30 | $1.8M | 3.3k | 547.27 |
| 2024-03-31 | $1.7M | 3.3k | 525.84 |
| 2023-12-31 | $1.6M | 3.3k | 477.70 |
| 2023-09-30 | $1.4M | 3.3k | 429.56 |
| 2023-06-30 | $1.5M | 3.4k | 445.84 |
| 2023-03-31 | $1.4M | 3.4k | 411.18 |
| 2022-12-31 | $1.4M | 3.5k | 384.16 |
| 2022-09-30 | $1.3M | 3.5k | 358.74 |
| 2022-06-30 | $1.3M | 3.5k | 379.09 |
| 2022-03-31 | $1.6M | 3.6k | 453.69 |
| 2021-12-31 | $1.7M | 3.6k | 476.90 |