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

Legacy Wealth Management (Tennessee)’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 		$423M Buy
564,713
+7,120
+1% +$5.18M 22.13% 1
2026
Q1 		$364M Buy
557,593
+13,158
+2% +$8.98M 21.24% 1
2025
Q4 		$373M Buy
544,435
+6,903
+1% +$4.69M 21.49% 1
2025
Q3 		$360M Buy
537,532
+7,487
+1% +$4.82M 21.18% 1
2025
Q2 		$329M Buy
530,045
+22,448
+4% +$12.9M 20.47% 1
2025
Q1 		$285M Sell
507,597
-5,979
-1% -$3.53M 19.01% 1
2024
Q4 		$302M Buy
513,576
+9,765
+2% +$5.78M 19.41% 1
2024
Q3 		$291M Buy
503,811
+8,624
+2% +$4.8M 18.83% 1
2024
Q2 		$271M Buy
495,187
+8,303
+2% +$4.37M 19.61% 1
2024
Q1 		$256M Buy
486,884
+485,503
+35,156% +$243M 18.87% 1
2023
Q4 		$659K Buy
1,381
+60
+5% +$26.9K 0.05% 17
2023
Q3 		$567K Hold
1,321
– – 0.05% 16
2023
Q2 		$589K Buy
1,321
+1
+0.1% +$421 0.05% 15
2023
Q1 		$543K Buy
1,320
+193
+17% +$77.4K 0.05% 15
2022
Q4 		$433K Sell
1,127
-149
-12% -$57.5K 0.04% 17
2022
Q3 		$458K Buy
1,276
+1
+0.1% +$399 0.05% 16
2022
Q2 		$483K Sell
1,275
-218
-15% -$89.7K 0.06% 18
2022
Q1 		$677K Hold
1,493
– – 0.08% 13
2021
Q4 		$712K Buy
1,493
+147
+11% +$67.7K 0.08% 13
2021
Q3 		$580K Buy
1,346
+105
+8% +$46.5K 0.07% 12
2021
Q2 		$534K Buy
1,241
+198
+19% +$82.9K 0.07% 12
2021
Q1 		$415K Buy
+1,043
New +$404K 0.06% 12
2020
Q1 		– Sell
-832
Closed -$269K – 12
2019
Q4 		$269K Buy
+832
New +$257K 0.04% 12
2017
Q1 		– Sell
-257
Closed -$57.7K – 38
2016
Q4 		$57.7K Buy
+257
New +$56.5K 0.02% 26

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IVV Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, buying an estimated $5.18M and bringing the position to 564,713 shares worth $423M. The position accounts for 22.13% of the portfolio, ranked #1.

Legacy Wealth Management (Tennessee) first reported a position in IVV in Q4 2016 and has held it in 24 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 564,713 shares of iShares Core S&P 500 ETF worth $423M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 7,120 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.18M.
  • iShares Core S&P 500 ETF made up 22.13% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #1 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 24 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.