Legacy Capital Group California’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+346	New	+$215K	0.06%	318
2025 Q1	–	Sell	-346	Closed	-$204K	–	333
2024 Q4	$204K	Buy	+346	New	+$204K	0.06%	316