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iShares S&P 500 Index shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 346 669.30
2025-06-30 $215k 346 620.90
2024-12-31 $204k 346 588.68

More positions owned by Legacy Capital Group California

Apple (AAPL)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
JPMorgan Chase & Co. (JPM)
Oklo Com Cl A (OKLO)
Victory Portfolios Ii Shares Free Cash (VFLO)
International Business Machines (IBM)

View all positions for Legacy Capital Group California

Top funds holding iShares S&P 500 Index

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Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index