Legacy Financial Group (Iowa)
IVV icon

Legacy Financial Group (Iowa)’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Financial Group (Iowa)’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 		$26.9M Buy
41,188
+12,756
+45% +$8.71M 3.38% 8
2025
Q4 		$19.6M Buy
28,432
+989
+4% +$672K 2.42% 12
2025
Q3 		$18.4M Buy
27,443
+26,748
+3,849% +$17.2M 2.4% 12
2025
Q2 		$432K Hold
695
– – 0.06% 82
2025
Q1 		$391K Hold
695
– – 0.06% 81
2024
Q4 		$409K Buy
+695
New +$411K 0.07% 79
2024
Q3 		– Sell
-663
Closed -$363K – 76
2024
Q2 		$363K Buy
663
+77
+13% +$40.5K 0.07% 78
2024
Q1 		$308K Buy
+586
New +$293K 0.06% 79
2023
Q4 		– Sell
-543
Closed -$233K – 266
2023
Q3 		$233K Buy
+543
New +$243K 0.05% 88

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IVV Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core S&P 500 ETF (IVV) stake by 45% in Q1 2026, buying an estimated $8.71M and bringing the position to 41,188 shares worth $26.9M. The position accounts for 3.38% of the portfolio, ranked #8.

Legacy Financial Group (Iowa) first reported a position in IVV in Q3 2023 and has held it in 9 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Legacy Financial Group (Iowa) held 41,188 shares of iShares Core S&P 500 ETF worth $26.9M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 12,756 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.71M.
  • iShares Core S&P 500 ETF made up 3.38% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #8 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 9 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.