LFA
Legacy Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
6,020
+481
| +9% | +$299K | 0.58% | 28 |
|
|
2025
Q1 | $3.11M | Buy |
5,539
+8
| +0.1% | +$4.5K | 0.52% | 30 |
|
|
2024
Q4 | $3.26M | Sell |
5,531
-390
| -7% | -$230K | 0.54% | 32 |
|
|
2024
Q3 | $3.42M | Sell |
5,921
-240
| -4% | -$138K | 0.57% | 31 |
|
|
2024
Q2 | $3.37M | Sell |
6,161
-6,000
| -49% | -$3.28M | 0.6% | 25 |
|
|
2024
Q1 | $6.39M | Buy |
12,161
+42
| +0.3% | +$22.1K | 1.15% | 17 |
|
|
2023
Q4 | $5.79M | Sell |
12,119
-85
| -0.7% | -$40.6K | 1.11% | 15 |
|
|
2023
Q3 | $5.24M | Buy |
12,204
+1,561
| +15% | +$670K | 1.05% | 16 |
|
|
2023
Q2 | $4.74M | Buy |
10,643
+581
| +6% | +$259K | 0.89% | 19 |
|
|
2023
Q1 | $4.14M | Buy |
10,062
+630
| +7% | +$259K | 0.85% | 17 |
|
|
2022
Q4 | $3.62M | Buy |
9,432
+1,329
| +16% | +$511K | 0.78% | 17 |
|
|
2022
Q3 | $2.91M | Buy |
8,103
+665
| +9% | +$238K | 0.69% | 19 |
|
|
2022
Q2 | $2.82M | Sell |
7,438
-48
| -0.6% | -$18.2K | 0.7% | 15 |
|
|
2022
Q1 | $3.4M | Buy |
7,486
+356
| +5% | +$161K | 0.76% | 13 |
|
|
2021
Q4 | $3.4M | Buy |
7,130
+441
| +7% | +$210K | 0.78% | 12 |
|
|
2021
Q3 | $2.88M | Buy |
6,689
+467
| +8% | +$201K | 0.71% | 13 |
|
|
2021
Q2 | $2.68M | Sell |
6,222
-169
| -3% | -$72.7K | 0.68% | 13 |
|
|
2021
Q1 | $2.54M | Buy |
6,391
+447
| +8% | +$178K | 0.7% | 13 |
|
|
2020
Q4 | $2.23M | Buy |
5,944
+308
| +5% | +$116K | 0.63% | 15 |
|
|
2020
Q3 | $1.89M | Buy |
+5,636
| New | +$1.89M | 0.58% | 18 |
|
|
2020
Q1 | – | Sell |
-7,372
| Closed | -$2.38M | – | 91 |
|
|
2019
Q4 | $2.38M | Sell |
7,372
-154
| -2% | -$49.8K | 0.75% | 14 |
|
|
2019
Q3 | $2.25M | Sell |
7,526
-852
| -10% | -$254K | 0.75% | 14 |
|
|
2019
Q2 | $2.47M | Buy |
8,378
+145
| +2% | +$42.7K | 0.87% | 12 |
|
|
2019
Q1 | $2.34M | Buy |
8,233
+2,189
| +36% | +$623K | 0.79% | 12 |
|
|
2018
Q4 | $1.52M | Sell |
6,044
-3,226
| -35% | -$812K | 0.59% | 17 |
|
|
2018
Q3 | $2.71M | Buy |
9,270
+1,129
| +14% | +$330K | 0.98% | 11 |
|
|
2018
Q2 | $2.29M | Sell |
8,141
-44
| -0.5% | -$12.4K | 0.87% | 13 |
|
|
2018
Q1 | $2.19M | Sell |
8,185
-1,795
| -18% | -$479K | 0.87% | 13 |
|
|
2017
Q4 | $2.68M | Buy |
+9,980
| New | +$2.68M | 1.1% | 11 |
|