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Legacy Solutions LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Solutions LLC’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$731K Sell
1,177
-18
-2% -$11.2K 0.7% 29
2025
Q1 		$672K Buy
1,195
+5
+0.4% +$2.81K 0.74% 24
2024
Q4 		$701K Buy
+1,190
New +$701K 0.76% 26