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iShares S&P 500 Index shares owned by Legacy Solutions

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

Historical chart of Legacy Solutions 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 Solutions 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 Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $789k 1.2k 669.33
2025-06-30 $731k 1.2k 620.79
2025-03-31 $672k 1.2k 562.13
2024-12-31 $701k 1.2k 588.77

More positions owned by Legacy Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Legacy Solutions

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
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