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Legacy Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.13M Buy
+1,825
New +$1.05M 0.59% 34
2024
Q4 		$124K Buy
206
+43
+26% +$25.5K 0.08% 80
2024
Q3 		$97.8K Buy
+163
New +$90.6K 0.06% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 Investment Solutions's IVV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2025: 1,825 shares worth $1.13M. The stake represents 0.59% of the portfolio and ranks #34 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IVV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IVV in Q3 2024 and has held it in 3 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Legacy Investment Solutions held 1,825 shares of iShares Core S&P 500 ETF worth $1.13M as of Q2 2025.
  • iShares Core S&P 500 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core S&P 500 ETF made up 0.59% of Legacy Investment Solutions's portfolio in Q2 2025, its #34 holding.
  • Legacy Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.