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Charis Legacy Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Charis Legacy Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$910K Hold
1,215
– – 1.12% 16
2026
Q1 		$794K Hold
1,215
– – 1.16% 16
2025
Q4 		$832K Hold
1,215
– – 1.23% 16
2025
Q3 		$813K Hold
1,215
– – 1.21% 15
2025
Q2 		$754K Hold
1,215
– – 1.24% 15
2025
Q1 		$683K Hold
1,215
– – 1.29% 14
2024
Q4 		$715K Buy
+1,215
New +$719K 1.46% 14

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Charis Legacy Partners's IVV Position: Q2 2026 in Review

Charis Legacy Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,215 shares worth $910K. The position accounts for 1.12% of the portfolio, ranked #16.

Charis Legacy Partners first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Charis Legacy Partners held 1,215 shares of iShares Core S&P 500 ETF worth $910K as of Q2 2026.
  • Charis Legacy Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 1.12% of Charis Legacy Partners's portfolio in Q2 2026, its #16 holding.
  • Charis Legacy Partners first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.