Legacy Financial Group (Oklahoma)’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 | $1.31M | Buy |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $733K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $397K | Buy |
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