Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares S&P 100 ETF OEF Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.69M Buy
21,991
+8,376
+62% +$2.55M 0.93% 26
2025
Q1 		$3.69M Buy
+13,615
New +$3.69M 0.57% 36