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

Legacy Wealth Partners (California)’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
2021 Q2	$8.66M	Sell	20,141 -712	-3%	-$298K	4.81%	4
2021 Q1	$8.3M	Buy	20,853 +1,795	+9%	+$695K	4.86%	6
2020 Q4	$7.15M	Buy	19,058 +3,146	+20%	+$1.12M	4.5%	6
2020 Q3	$5.35M	Sell	15,912 -2,367	-13%	-$788K	3.78%	8
2020 Q2	$5.66M	Buy	18,279 +4,829	+36%	+$1.42M	4.28%	4
2020 Q1	$3.48M	Buy	13,450 +419	+3%	+$128K	3.24%	10
2019 Q4	$4.36M	Buy	+13,031	New	+$4.03M	3.17%	9

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Legacy Wealth Partners (California)'s IVV Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2021, selling an estimated $298K and leaving 20,141 shares worth $8.66M. The position accounts for 4.81% of the portfolio, ranked #4.

Legacy Wealth Partners (California) first reported a position in IVV in Q4 2019 and has held it in 7 quarters since. 2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

Legacy Wealth Partners (California) held 20,141 shares of iShares Core S&P 500 ETF worth $8.66M as of Q2 2021.
Legacy Wealth Partners (California) sold 712 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $298K.
iShares Core S&P 500 ETF made up 4.81% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #4 holding.
Legacy Wealth Partners (California) first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 7 quarters since.
2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.