My Legacy Advisors, LLC IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1767802
As of 2025-06-30, My Legacy Advisors, LLC reported 14.38K IVV (shares), valued at $9.04M, or 3.22% of its reported non-derivative portfolio. Filed 2025-07-11.
Verify history & sources →Shares decreased 9.75%; reported value increased 1.01%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 3.22% | 14,381 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 3.46% | 15,934 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 3.83% | 16,575 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 3.62% | 15,887 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 3.67% | 20,951 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 3.57% | 20,270 | SEC filing ↗Filed Jul 25, 2024 |
| Q4 2023 | 3.33% | 19,263 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 2.81% | 16,105 | SEC filing ↗Filed Oct 20, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.81% | 16,105 | $6.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 3.33% | 19,263 | $9.22M | Shares increased 19.61%; reported value increased 33.61%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 3.57% | 20,270 | $10.66M | Shares increased 5.23%; reported value increased 15.61%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q2 2024 | 3.67% | 20,951 | $11.46M | Shares increased 3.36%; reported value increased 7.58%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 3.62% | 15,887 | $9.16M | Shares decreased 24.17%; reported value decreased 20.07%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 3.83% | 16,575 | $9.87M | Shares increased 4.33%; reported value increased 7.73%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.46% | 15,934 | $8.95M | Shares decreased 3.87%; reported value decreased 9.31%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.22% | 14,381 | $9.04M | Shares decreased 9.75%; reported value increased 1.01%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.