Legacy Capital Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Sell |
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|
2025
Q1 | $8.42M | Buy |
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|
2024
Q4 | $8.2M | Sell |
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|
2024
Q3 | $8.44M | Sell |
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|
2024
Q2 | $8.09M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.21M | Sell |
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|
2023
Q3 | $6.74M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.31M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $224K | Buy |
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