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Legend Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Legend Financial Advisors’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
2024
Q3 		– Sell
-185
Closed -$101K – 220
2024
Q2 		$101K Hold
185
– – 0.07% 49
2024
Q1 		$97.3K Hold
185
– – 0.07% 46
2023
Q4 		$88.4K Hold
185
– – 0.07% 46
2023
Q3 		$79.4K Hold
185
– – 0.07% 56
2023
Q2 		$82.5K Hold
185
– – 0.07% 54
2023
Q1 		$76K Hold
185
– – 0.06% 52
2022
Q4 		$71.1K Hold
185
– – 0.06% 62
2022
Q3 		$66.3K Buy
+185
New +$73.9K 0.06% 53

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legend Financial Advisors's IVV Position: Q3 2024 in Review

Legend Financial Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q3 2024, closing a stake of 185 shares — an estimated $101K sold.

Legend Financial Advisors first reported a position in IVV in Q3 2022 and held it in 8 quarters. The position peaked at $101K in Q2 2024. 3,204 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • Legend Financial Advisors reported no remaining iShares Core S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 185 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $101K.
  • Legend Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's iShares Core S&P 500 ETF position peaked at $101K in Q2 2024.
  • 3,204 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.