ZynergyRetirementPlanningLLC IVV — ISHARES TR

Ownership history in ZynergyRetirementPlanningLLC  ·  8 quarters on record

AI Ownership Summary

ZynergyRetirementPlanningLLC reported ISHARES TR (IVV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 24.07% in 2025 Q4. The latest visible filing shows IVV at 23.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZynergyRetirementPlanningLLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVV was reported at 23.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page ZynergyRetirementPlanningLLC fund profile ZynergyRetirementPlanningLLC full holdings
How ZynergyRetirementPlanningLLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 59,518 +2,401 +4.2% 23.51% $38.9M 2026-04-17 $713.36
2025 Q4 ADDED — — — 57,117 +360 +0.6% 24.07% $39.1M 2026-01-09 $695.23
2025 Q3 REDUCED — — — 56,757 -302 -0.5% 23.96% $38.0M 2025-10-08 $672.24
2025 Q2 ADDED — — — 57,059 +2,816 +5.2% 23.76% $35.4M 2025-09-04 $646.24
2025 Q1 ADDED — — — 54,243 +1,590 +3.0% 22.65% $31.9M 2025-04-24 $542.50
2024 Q4 UNCHANGED — — — 52,653 — 0% 21.40% $30.4M 2025-01-23 $603.32
2024 Q3 ADDED — — — 52,653 +1,526 +3.0% 21.40% $30.4M 2024-11-07 $587.29
2024 Q2 INITIATED — — — 51,127 — — 21.42% $28.0M 2024-07-25 $529.13

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% TOEWS CORP /ADV 3Y 94.69% GENWORTH FINANCIAL INC 3Y 7Y 91.85% FINANCIAL COUNSELORS INC 3Y 7Y 75.71% Shelter Ins Retirement Plan 3Y 7Y 58.22% Kedalion Capital Management LLP 56.89% Ashford Advisors, LLC 3Y 54.85% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Missouri Education Pension Trust 48.47% CKW FINANCIAL GROUP 3Y 7Y 45.13%

FAQ About ZynergyRetirementPlanningLLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZynergyRetirementPlanningLLC reported owning IVV?

ZynergyRetirementPlanningLLC reported IVV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IVV position in ZynergyRetirementPlanningLLC's portfolio?

The largest reported portfolio weight for IVV was 24.07% in 2025 Q4.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when ZynergyRetirementPlanningLLC reported 59,518 shares, equal to 23.51% of portfolio, with an estimated market value of $38.9M.

What does the chart on this IVV ownership page compare?

The chart compares ZynergyRetirementPlanningLLC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ZynergyRetirementPlanningLLC time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, ZynergyRetirementPlanningLLC correctly timed 5 out of 6 reported position changes (83%).

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