Legacy Financial Group (Iowa)’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 | $432K | Hold |
695
| – | – | 0.06% | 82 |
|
|
2025
Q1 | $391K | Hold |
695
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $409K | Buy |
+695
| New | +$409K | 0.07% | 79 |
|
|
2024
Q3 | – | Sell |
-663
| Closed | -$363K | – | 76 |
|
|
2024
Q2 | $363K | Buy |
663
+77
| +13% | +$42.2K | 0.07% | 78 |
|
|
2024
Q1 | $308K | Buy |
+586
| New | +$308K | 0.06% | 79 |
|
|
2023
Q4 | – | Sell |
-543
| Closed | -$233K | – | 266 |
|
|
2023
Q3 | $233K | Buy |
+543
| New | +$233K | 0.05% | 88 |
|