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

Legacy Financial Group (Oklahoma)’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 		$1.55M Hold
2,069
– – 0.36% 36
2026
Q1 		$1.35M Sell
2,069
-65
-3% -$44.4K 0.36% 35
2025
Q4 		$1.46M Buy
2,134
+2
+0.1% +$1.36K 0.38% 35
2025
Q3 		$1.43M Buy
2,132
+17
+0.8% +$10.9K 0.39% 34
2025
Q2 		$1.31M Buy
2,115
+826
+64% +$474K 0.39% 34
2025
Q1 		$724K Sell
1,289
-102
-7% -$60.2K 0.23% 40
2024
Q4 		$819K Buy
1,391
+3
+0.2% +$1.78K 0.26% 39
2024
Q3 		$793K Buy
1,388
+48
+4% +$26.7K 0.27% 39
2024
Q2 		$733K Buy
1,340
+5
+0.4% +$2.63K 0.28% 36
2024
Q1 		$702K Buy
1,335
+90
+7% +$45K 0.28% 36
2023
Q4 		$595K Buy
1,245
+39
+3% +$17.5K 0.26% 37
2023
Q3 		$518K Sell
1,206
-19
-2% -$8.5K 0.26% 40
2023
Q2 		$546K Buy
1,225
+191
+18% +$80.5K 0.27% 38
2023
Q1 		$425K Hold
1,034
– – 0.24% 38
2022
Q4 		$397K Buy
+1,034
New +$399K 0.24% 40

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 Financial Group (Oklahoma)'s IVV Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,069 shares worth $1.55M. The position accounts for 0.36% of the portfolio, ranked #36.

Legacy Financial Group (Oklahoma) first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 2,069 shares of iShares Core S&P 500 ETF worth $1.55M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.36% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #36 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.