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 Q3	$10.4M	Buy	13,634 +5,472	+67%	+$4.18M	7.49%	3
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Legacy Advisory Services's IVV Position: Q3 2026 in Review

Legacy Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 67% in Q3 2026, buying an estimated $4.18M and bringing the position to 13,634 shares worth $10.4M. The position accounts for 7.49% of the portfolio, ranked #3.

Legacy Advisory Services first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Legacy Advisory Services held 13,634 shares of iShares Core S&P 500 ETF worth $10.4M as of Q3 2026.
Legacy Advisory Services bought 5,472 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.18M.
iShares Core S&P 500 ETF made up 7.49% of Legacy Advisory Services's portfolio in Q3 2026, its #3 holding.
Legacy Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.