Legacy Capital Wealth Management »

iShares S&P 500 Index shares owned by Legacy Capital Wealth Management

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

Historical chart of Legacy Capital Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $318k 425 748.89

More positions owned by Legacy Capital Wealth Management

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchange-traded Structured Cr In (SCIO)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Dividend Value Shs Creat Unit (CGDV)
NVIDIA Corporation (NVDA)
Tidal Trust I Fund Gran Us Etf (GRNY)
Kla Corp Com New (KLAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Sterling Construction Company (STRL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Capital Wealth Management

Top funds holding iShares S&P 500 Index

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NISA Investment Advisors
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Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index