Legacy Wealth Management (Mississippi)’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022 Q1	–	Sell	-1,900	Closed	-$906K	–	98
2021 Q4	$906K	Sell	1,900 -2,161	-53%	-$996K	0.46%	54
2021 Q3	$1.75M	Buy	4,061 +61	+2%	+$27K	0.94%	32
2021 Q2	$1.72M	Hold	4,000	–	–	0.95%	31
2021 Q1	$1.59M	Hold	4,000	–	–	0.96%	32
2020 Q4	$1.5M	Hold	4,000	–	–	0.95%	35
2020 Q3	$1.34M	Hold	4,000	–	–	0.93%	37
2020 Q2	$1.24M	Hold	4,000	–	–	0.95%	35
2020 Q1	$1.03M	Hold	4,000	–	–	0.96%	30
2019 Q4	$1.29M	Buy	+4,000	New	+$1.24M	1.13%	25

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IVV Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 1,900 shares — an estimated $906K sold.

Legacy Wealth Management (Mississippi) first reported a position in IVV in Q4 2019 and held it in 9 quarters. The position peaked at $1.75M in Q3 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Legacy Wealth Management (Mississippi) reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 1,900 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $906K.
Legacy Wealth Management (Mississippi) first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 9 quarters.
Legacy Wealth Management (Mississippi)'s iShares Core S&P 500 ETF position peaked at $1.75M in Q3 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.