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 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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Legacy Bridge's IVV Position: Q1 2026 in Review

Legacy Bridge increased its iShares Core S&P 500 ETF (IVV) stake by 779% in Q1 2026, buying an estimated $2.66M and bringing the position to 4,393 shares worth $2.87M. The position accounts for 1.09% of the portfolio, ranked #21.

Legacy Bridge first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Legacy Bridge held 4,393 shares of iShares Core S&P 500 ETF worth $2.87M as of Q1 2026.
Legacy Bridge bought 3,893 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.66M.
iShares Core S&P 500 ETF made up 1.09% of Legacy Bridge's portfolio in Q1 2026, its #21 holding.
Legacy Bridge first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.