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

Legacy Edge Advisors’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 		$9.78M Buy
15,746
+1,447
+10% +$1.05M 1.31% 25
2026
Q1 		$9.34M Sell
14,299
-793
-5% -$542K 0.98% 28
2025
Q4 		$10.3M Buy
+15,092
New +$10.2M 1.13% 27

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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Legacy Edge Advisors's IVV Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $1.05M and bringing the position to 15,746 shares worth $9.78M. The position accounts for 1.31% of the portfolio, ranked #25.

Legacy Edge Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.3M in Q4 2025. 3,066 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Edge Advisors held 15,746 shares of iShares Core S&P 500 ETF worth $9.78M as of Q2 2026.
  • Legacy Edge Advisors bought 1,447 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.05M.
  • iShares Core S&P 500 ETF made up 1.31% of Legacy Edge Advisors's portfolio in Q2 2026, its #25 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Core S&P 500 ETF position peaked at $10.3M in Q4 2025.
  • 3,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.