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

Legacy Solutions LLC’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	$1.07M	Buy	1,431 +351	+33%	+$256K	0.87%	26
2026 Q1	$705K	Sell	1,080 -100	-8%	-$68.3K	0.65%	30
2025 Q4	$808K	Buy	1,180 +2	+0.2%	+$1.36K	0.71%	28
2025 Q3	$788K	Buy	1,178 +1	+0.1%	+$644	0.71%	30
2025 Q2	$731K	Sell	1,177 -18	-2%	-$10.3K	0.7%	29
2025 Q1	$672K	Buy	1,195 +5	+0.4%	+$2.95K	0.74%	24
2024 Q4	$701K	Buy	+1,190	New	+$704K	0.76%	26

Other funds holding IVV

Wealth Enhancement Advisory Services

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Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM