ZWJ INVESTMENT COUNSEL INC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ZWJ INVESTMENT COUNSEL INC opened 6 positions, added to 10, reduced 12, sold out of 4 and left 13 unchanged. The largest increase in value was SGOV (+$2,583,595); the largest decrease was JMST (-$2,325,885).
- RSP: Country of operation —; Class S&P500 EQL WGT; Shares 2026-03-31 49,541; Shares 2026-06-30 49,620.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 10,140; Shares 2026-06-30 10,326.
- IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2026-03-31 2,713; Shares 2026-06-30 16,812.
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 10,745; Shares 2026-06-30 12,936.
Two Form 13F-HR filings compared (SEC CIK 842782): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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