Legacy Wealth Partners’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
2021
Q2
$8.66M Sell
2021
Q1
$8.3M Buy
2020
Q4
$7.15M Buy
2020
Q3
$5.35M Sell
2020
Q2
$5.66M Buy
2020
Q1
$3.48M Buy
2019
Q4
$4.36M Buy