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

Legacy Wealth Management (Mississippi)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$906K	Sell
2021 Q3	$1.75M	Buy
2021 Q2	$1.72M	Hold
2021 Q1	$1.59M	Hold
2020 Q4	$1.5M	Hold
2020 Q3	$1.34M	Hold
2020 Q2	$1.24M	Hold
2020 Q1	$1.03M	Hold
2019 Q4	$1.29M	Buy