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

Legacy Bridge’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	$3.29M	Hold	4,393	–	–	1.02%	27
2026 Q1	$2.87M	Buy	4,393 +3,893	+779%	+$2.66M	1.09%	21
2025 Q4	$342K	Hold	500	–	–	0.14%	123
2025 Q3	$335K	Hold	500	–	–	0.14%	122
2025 Q2	$310K	Hold	500	–	–	0.15%	122
2025 Q1	$281K	Hold	500	–	–	0.16%	124
2024 Q4	$294K	Hold	500	–	–	0.15%	126
2024 Q3	$288K	Hold	500	–	–	0.16%	126
2024 Q2	$274K	Hold	500	–	–	0.16%	117
2024 Q1	$263K	Hold	500	–	–	0.15%	125
2023 Q4	$239K	Hold	500	–	–	0.15%	130
2023 Q3	$215K	Hold	500	–	–	0.15%	136
2023 Q2	$223K	Hold	500	–	–	0.15%	138
2023 Q1	$206K	Hold	500	–	–	0.14%	138
2022 Q4	$192K	Buy	+500	New	+$193K	0.14%	139

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Legacy Bridge's IVV Position: Q2 2026 in Review

Legacy Bridge held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 4,393 shares worth $3.29M. The position accounts for 1.02% of the portfolio, ranked #27.

Legacy Bridge first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Legacy Bridge held 4,393 shares of iShares Core S&P 500 ETF worth $3.29M as of Q2 2026.
Legacy Bridge left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.02% of Legacy Bridge's portfolio in Q2 2026, its #27 holding.
Legacy Bridge first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.