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Ishares shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4k 39 35.46

More positions owned by Legacy Wealth Managment

Simplify Exchange Traded Fun Ancorato Target (XXV)
NeoVo (NEOV)
Streamex Corp Call Call Option (Principal) (STEX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Proshares Tr Bitcoin Etf (BITO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Eagle Pt Cr (ECC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Wealth Managment

Top funds holding Ishares

Citadel Advisors
LPL Financial
180 Wealth Advisors
Morgan Stanley
Jane Street
UBS Group
Fielder Capital Group
Ameriprise Financial
Commonwealth Equity Services
Systelligence
United Capital Financial Advisers
Belvedere Trading
Bank of America Corporation
Asset One Wealth Management
Wealthfront Advisers

View all funds holding Ishares