Legacy Wealth Management (Tennessee)’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 | $360M | Buy |
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|
2025
Q2 | $329M | Buy |
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|
2025
Q1 | $285M | Sell |
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|
2024
Q4 | $302M | Buy |
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|
2024
Q3 | $291M | Buy |
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|
2024
Q2 | $271M | Buy |
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|
2024
Q1 | $256M | Buy |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $712K | Buy |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $57.7K | Buy |
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