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Williamson Legacy Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Williamson Legacy Group’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
Q1 		– Sell
-428
Closed -$204K – 81
2023
Q4 		$204K Buy
+428
New +$192K 0.19% 81

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Williamson Legacy Group's IVV Position: Q1 2024 in Review

Williamson Legacy Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 428 shares — an estimated $204K sold.

Williamson Legacy Group first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Williamson Legacy Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 428 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $204K.
  • Williamson Legacy Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Williamson Legacy Group's iShares Core S&P 500 ETF position peaked at $204K in Q4 2023.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Williamson Legacy Group's 13F filing for Q1 2024, filed 14 May 2024.