LFGO
Legacy Financial Group (Oklahoma)’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 | $1.31M | Buy |
2,115
+826
| +64% | +$513K | 0.39% | 34 |
|
|
2025
Q1 | $724K | Sell |
1,289
-102
| -7% | -$57.3K | 0.23% | 40 |
|
|
2024
Q4 | $819K | Buy |
1,391
+3
| +0.2% | +$1.77K | 0.26% | 39 |
|
|
2024
Q3 | $793K | Buy |
1,388
+48
| +4% | +$27.4K | 0.27% | 39 |
|
|
2024
Q2 | $733K | Buy |
1,340
+5
| +0.4% | +$2.74K | 0.28% | 36 |
|
|
2024
Q1 | $702K | Buy |
1,335
+90
| +7% | +$47.3K | 0.28% | 36 |
|
|
2023
Q4 | $595K | Buy |
1,245
+39
| +3% | +$18.6K | 0.26% | 37 |
|
|
2023
Q3 | $518K | Sell |
1,206
-19
| -2% | -$8.16K | 0.26% | 40 |
|
|
2023
Q2 | $546K | Buy |
1,225
+191
| +18% | +$85.1K | 0.27% | 38 |
|
|
2023
Q1 | $425K | Hold |
1,034
| – | – | 0.24% | 38 |
|
|
2022
Q4 | $397K | Buy |
+1,034
| New | +$397K | 0.24% | 40 |
|