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Legacy Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Advisory Services’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 		$6.11M Sell
8,162
-484
-6% -$352K 4.3% 7
2026
Q1 		$5.65M Buy
8,646
+153
+2% +$104K 4.31% 7
2025
Q4 		$5.82M Buy
8,493
+84
+1% +$57K 4.37% 7
2025
Q3 		$5.63M Buy
8,409
+70
+0.8% +$45.1K 4.24% 7
2025
Q2 		$5.18M Buy
8,339
+1,372
+20% +$788K 4.11% 7
2025
Q1 		$3.91M Sell
6,967
-114
-2% -$67.3K 3.31% 9
2024
Q4 		$4.17M Sell
7,081
-1,170
-14% -$693K 3.55% 10
2024
Q3 		$4.76M Buy
8,251
+3
+0% +$1.67K 4.09% 8
2024
Q2 		$4.51M Sell
8,248
-9
-0.1% -$4.73K 4.13% 8
2024
Q1 		$4.34M Buy
8,257
+14
+0.2% +$7K 4.11% 8
2023
Q4 		$3.94M Buy
+8,243
New +$3.69M 4.15% 8

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Legacy Advisory Services's IVV Position: Q2 2026 in Review

Legacy Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 5.6% in Q2 2026, selling an estimated $352K and leaving 8,162 shares worth $6.11M. The position accounts for 4.3% of the portfolio, ranked #7.

Legacy Advisory Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Advisory Services held 8,162 shares of iShares Core S&P 500 ETF worth $6.11M as of Q2 2026.
  • Legacy Advisory Services sold 484 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $352K.
  • iShares Core S&P 500 ETF made up 4.3% of Legacy Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Legacy Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.