Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$432K Hold
2025
Q1 		$391K Hold
2024
Q4 		$409K Buy
2024
Q3 		– Sell
2024
Q2 		$363K Buy
2024
Q1 		$308K Buy
2023
Q4 		– Sell
2023
Q3 		$233K Buy