My Legacy Advisors’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
Q2 | $9.04M | Sell |
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|
2025
Q1 | $8.95M | Sell |
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|
2024
Q4 | $9.87M | Buy |
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|
2024
Q3 | $9.16M | Sell |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.22M | Buy |
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|
2023
Q3 | $6.9M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $5.15M | Buy |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $1.84M | Buy |
|