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Family Legacy Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Family Legacy Financial Solutions’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 		$593K Hold
792
– – 0.36% 33
2026
Q1 		$521K Hold
792
– – 0.42% 34
2025
Q4 		$543K Hold
792
– – 0.42% 35
2025
Q3 		$530K Buy
792
+278
+54% +$179K 0.41% 34
2025
Q2 		$319K Buy
+514
New +$295K 0.27% 42

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CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Family Legacy Financial Solutions's IVV Position: Q2 2026 in Review

Family Legacy Financial Solutions held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 792 shares worth $593K. The position accounts for 0.36% of the portfolio, ranked #33.

Family Legacy Financial Solutions first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Family Legacy Financial Solutions held 792 shares of iShares Core S&P 500 ETF worth $593K as of Q2 2026.
  • Family Legacy Financial Solutions left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.36% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #33 holding.
  • Family Legacy Financial Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.