Ownership history in Legacy Wealth Management, Inc Β· 22 quarters on record
This page tracks every 13F SEC filing in which Legacy Wealth Management, Inc reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Legacy Wealth Management, Inc outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 72% (13/18 decisions correct). Average cost basis: $522.71. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $294.44 (2019 Q4) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 3 trims. Bought during 1 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Legacy Wealth Management, Inc has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 21.49% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size