Legacy Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Wealth Planning’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 Q3	$373K	Sell	1,041 -46	-4%	-$18.4K	0.62%	37
2022 Q2	$412K	Sell	1,087 -40	-4%	-$16.5K	0.59%	38
2022 Q1	$511K	Buy	1,127 +398	+55%	+$178K	0.6%	38
2021 Q4	$348K	Sell	729 -405	-36%	-$187K	0.4%	52
2021 Q3	$489K	Buy	1,134 +27	+2%	+$12K	0.55%	42
2021 Q2	$476K	Hold	1,107	–	–	0.54%	43
2021 Q1	$440K	Sell	1,107 -136	-11%	-$52.7K	0.56%	45
2020 Q4	$466K	Buy	1,243 +99	+9%	+$35.2K	0.6%	37
2020 Q3	$385K	Buy	1,144 +1	+0.1%	+$333	0.44%	43
2020 Q2	$354K	Sell	1,143 -173	-13%	-$50.8K	0.42%	42
2020 Q1	$340K	Buy	1,316 +314	+31%	+$96.2K	0.54%	38
2019 Q4	$324K	Buy	+1,002	New	+$310K	0.37%	47

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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 Planning's IVV Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q3 2022, selling an estimated $18.4K and leaving 1,041 shares worth $373K. The position accounts for 0.62% of the portfolio, ranked #37.

Legacy Wealth Planning first reported a position in IVV in Q4 2019 and has held it in 12 quarters since. The position peaked at $511K in Q1 2022. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Legacy Wealth Planning held 1,041 shares of iShares Core S&P 500 ETF worth $373K as of Q3 2022.
Legacy Wealth Planning sold 46 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $18.4K.
iShares Core S&P 500 ETF made up 0.62% of Legacy Wealth Planning's portfolio in Q3 2022, its #37 holding.
Legacy Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Core S&P 500 ETF position peaked at $511K in Q1 2022.
2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.