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Legacy Capital Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Capital Wealth Partners’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 		$8.97M Sell
11,979
-127
-1% -$92.5K 1.72% 8
2026
Q1 		$7.91M Sell
12,106
-153
-1% -$104K 1.63% 9
2025
Q4 		$8.4M Sell
12,259
-904
-7% -$614K 1.8% 7
2025
Q3 		$8.81M Sell
13,163
-852
-6% -$549K 1.92% 5
2025
Q2 		$8.7M Sell
14,015
-974
-6% -$559K 1.98% 6
2025
Q1 		$8.42M Buy
14,989
+1,058
+8% +$625K 2.07% 7
2024
Q4 		$8.2M Sell
13,931
-705
-5% -$417K 2.03% 7
2024
Q3 		$8.44M Sell
14,636
-151
-1% -$84K 1.69% 10
2024
Q2 		$8.09M Buy
+14,787
New +$7.78M 2.06% 9
2024
Q1 		– Sell
-15,088
Closed -$7.21M – 225
2023
Q4 		$7.21M Sell
15,088
-602
-4% -$269K 2.04% 10
2023
Q3 		$6.74M Buy
+15,690
New +$7.02M 1.85% 13
2023
Q2 		– Sell
-15,350
Closed -$6.31M – 133
2023
Q1 		$6.31M Buy
+15,350
New +$6.15M 1.72% 16
2021
Q2 		– Sell
-564
Closed -$224K – 49
2021
Q1 		$224K Buy
+564
New +$218K 0.09% 74

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Legacy Capital Wealth Partners's IVV Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $92.5K and leaving 11,979 shares worth $8.97M. The position accounts for 1.72% of the portfolio, ranked #8.

Legacy Capital Wealth Partners first reported a position in IVV in Q1 2021 and has held it in 13 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,979 shares of iShares Core S&P 500 ETF worth $8.97M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 127 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $92.5K.
  • iShares Core S&P 500 ETF made up 1.72% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 13 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.