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Legacy Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Advisory Services’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.18M Buy
8,339
+1,372
+20% +$852K 4.11% 7
2025
Q1 		$3.91M Buy
+6,967
New +$3.91M 3.31% 9