Legacy Capital Group California’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Capital Group California’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	$232K	Buy	355 +9	+3%	+$6.15K	0.09%	262
2025 Q4	$237K	Hold	346	–	–	0.06%	314
2025 Q3	$232K	Hold	346	–	–	0.06%	316
2025 Q2	$215K	Buy	+346	New	+$199K	0.06%	318
2025 Q1	–	Sell	-346	Closed	-$204K	–	333
2024 Q4	$204K	Buy	+346	New	+$205K	0.06%	316

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 Capital Group California's IVV Position: Q1 2026 in Review

Legacy Capital Group California increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2026, buying an estimated $6.15K and bringing the position to 355 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #262.

Legacy Capital Group California first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Legacy Capital Group California held 355 shares of iShares Core S&P 500 ETF worth $232K as of Q1 2026.
Legacy Capital Group California bought 9 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.15K.
iShares Core S&P 500 ETF made up 0.09% of Legacy Capital Group California's portfolio in Q1 2026, its #262 holding.
Legacy Capital Group California first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
Legacy Capital Group California's iShares Core S&P 500 ETF position peaked at $237K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.