MLA
My Legacy Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Sell |
14,381
-1,553
| -10% | -$977K | 3.22% | 3 |
|
|
2025
Q1 | $8.95M | Sell |
15,934
-641
| -4% | -$360K | 3.46% | 2 |
|
|
2024
Q4 | $9.87M | Buy |
16,575
+688
| +4% | +$410K | 3.83% | 2 |
|
|
2024
Q3 | $9.16M | Sell |
15,887
-5,064
| -24% | -$2.92M | 3.62% | 2 |
|
|
2024
Q2 | $11.5M | Buy |
20,951
+681
| +3% | +$373K | 3.67% | 3 |
|
|
2024
Q1 | $10.7M | Buy |
20,270
+1,007
| +5% | +$529K | 3.57% | 3 |
|
|
2023
Q4 | $9.22M | Buy |
19,263
+3,158
| +20% | +$1.51M | 3.33% | 2 |
|
|
2023
Q3 | $6.9M | Buy |
16,105
+793
| +5% | +$340K | 2.81% | 6 |
|
|
2023
Q2 | $6.92M | Buy |
15,312
+2,796
| +22% | +$1.26M | 2.72% | 5 |
|
|
2023
Q1 | $5.15M | Buy |
12,516
+700
| +6% | +$288K | 2.21% | 5 |
|
|
2022
Q4 | $4.9M | Buy |
11,816
+2,756
| +30% | +$1.14M | 2.09% | 7 |
|
|
2022
Q3 | $3.25M | Buy |
9,060
+3,114
| +52% | +$1.12M | 1.64% | 6 |
|
|
2022
Q2 | $2.3M | Buy |
5,946
+1,880
| +46% | +$726K | 1.15% | 17 |
|
|
2022
Q1 | $1.85M | Buy |
+4,066
| New | +$1.85M | 0.86% | 23 |
|