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ZACKS INVESTMENT MANAGEMENT: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on IVV, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 7,284 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,284 shares
    Change vs previous 13F -929 shares

    0.04% of the 13F portfolio, value $5,455,014.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,213 shares
    Change vs previous 13F +1,885 shares

    0.04% of the 13F portfolio, value $5,364,713.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,328 shares
    Change vs previous 13F -799 shares

    0.03% of the 13F portfolio, value $4,334,175.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,127 shares
    Change vs previous 13F +508 shares

    0.04% of the 13F portfolio, value $4,770,869.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,619 shares
    Change vs previous 13F +699 shares

    0.04% of the 13F portfolio, value $4,109,810.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,920 shares
    Change vs previous 13F -901 shares

    0.03% of the 13F portfolio, value $3,326,095.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,821 shares
    Change vs previous 13F +109 shares

    0.04% of the 13F portfolio, value $4,015,445.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,712 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,871,738.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).