Legacy Trust’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
Q3 | $25M | Buy |
|
|||||
|
2025
Q2 | $22.3M | Buy |
|
|||||
|
2025
Q1 | $13.7M | Buy |
|
|||||
|
2024
Q4 | $13.2M | Buy |
|
|||||
|
2024
Q3 | $12.6M | Buy |
|
|||||
|
2024
Q2 | $10.9M | Buy |
|
|||||
|
2024
Q1 | $10.4M | Sell |
|
|||||
|
2023
Q4 | $11M | Buy |
|
|||||
|
2023
Q3 | $8.49M | Sell |
|
|||||
|
2023
Q2 | $8.97M | Sell |
|
|||||
|
2023
Q1 | $8.34M | Sell |
|
|||||
|
2022
Q4 | $8.27M | Buy |
|