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Legacy Wealth Management (Idaho)’s iShares Core S&P 500 ETF IVV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
1,825
+188
+11% +$117K 0.59% 33
2025
Q1 		$920K Buy
1,637
+1,431
+695% +$804K 0.65% 35
2024
Q4 		$124K Buy
206
+43
+26% +$26K 0.08% 78
2024
Q3 		$97.8K Buy
+163
New +$97.8K 0.06% 84