LFS
IVV icon

Legacy Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Financial Strategies’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
2018
Q4 		– Sell
-1,065
Closed -$292K – 55
2018
Q3 		$292K Buy
+1,065
New +$305K 0.3% 49

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Strategies's IVV Position: Q4 2018 in Review

Legacy Financial Strategies sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 1,065 shares — an estimated $292K sold.

Legacy Financial Strategies first reported a position in IVV in Q3 2018 and held it in 1 quarter. The position peaked at $292K in Q3 2018. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

  • Legacy Financial Strategies reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 1,065 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $292K.
  • Legacy Financial Strategies first reported a position in iShares Core S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's iShares Core S&P 500 ETF position peaked at $292K in Q3 2018.
  • 1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Legacy Financial Strategies's 13F filing for Q4 2018, filed 15 Feb 2019.