Legacy Capital Wealth Partners »

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

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

Historical chart of Legacy Capital Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.1M 15k 547.23
2023-09-30 $6.7M 16k 429.42
2023-03-31 $6.3M 15k 411.09
2021-03-31 $224k 564 397.16

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
Gap (GPS)
J.B. Hunt Transport Services (JBHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
EOG Resources (EOG)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
FMR
LPL Financial

View all funds holding iShares S&P 500 Index