LFS
Legacy Financial Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+2,157
| New | +$237K | 0.05% | 116 |
|
|
2024
Q2 | – | Sell |
-2,596
| Closed | -$219K | – | 102 |
|
|
2024
Q1 | $219K | Buy |
+2,596
| New | +$219K | 0.06% | 86 |
|
|
2018
Q3 | – | Sell |
-1,287
| Closed | -$209K | – | 64 |
|
|
2018
Q2 | $209K | Buy |
+1,287
| New | +$209K | 0.19% | 86 |
|