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My Legacy Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

My Legacy 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
2025
Q2 		$9.04M Sell
14,381
-1,553
-10% -$892K 3.22% 3
2025
Q1 		$8.95M Sell
15,934
-641
-4% -$379K 3.46% 2
2024
Q4 		$9.87M Buy
16,575
+688
+4% +$407K 3.83% 2
2024
Q3 		$9.16M Sell
15,887
-5,064
-24% -$2.82M 3.62% 2
2024
Q2 		$11.5M Buy
20,951
+681
+3% +$358K 3.67% 3
2024
Q1 		$10.7M Buy
20,270
+1,007
+5% +$504K 3.57% 3
2023
Q4 		$9.22M Buy
19,263
+3,158
+20% +$1.41M 3.33% 2
2023
Q3 		$6.9M Buy
16,105
+793
+5% +$355K 2.81% 6
2023
Q2 		$6.92M Buy
15,312
+2,796
+22% +$1.18M 2.72% 5
2023
Q1 		$5.15M Buy
12,516
+700
+6% +$281K 2.21% 5
2022
Q4 		$4.9M Buy
11,816
+2,756
+30% +$1.06M 2.09% 7
2022
Q3 		$3.25M Buy
9,060
+3,114
+52% +$1.24M 1.64% 6
2022
Q2 		$2.3M Buy
5,946
+1,880
+46% +$773K 1.15% 17
2022
Q1 		$1.84M Buy
+4,066
New +$1.82M 0.86% 23

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

My Legacy Advisors's IVV Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q2 2025, selling an estimated $892K and leaving 14,381 shares worth $9.04M. The position accounts for 3.22% of the portfolio, ranked #3.

My Legacy Advisors first reported a position in IVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q2 2024. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • My Legacy Advisors held 14,381 shares of iShares Core S&P 500 ETF worth $9.04M as of Q2 2025.
  • My Legacy Advisors sold 1,553 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $892K.
  • iShares Core S&P 500 ETF made up 3.22% of My Legacy Advisors's portfolio in Q2 2025, its #3 holding.
  • My Legacy Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares Core S&P 500 ETF position peaked at $11.5M in Q2 2024.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.