iShares S&P 500 Index shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $373k | 1.0k | 358.31 |
| 2022-06-30 | $412k | 1.1k | 379.02 |
| 2022-03-31 | $511k | 1.1k | 453.42 |
| 2021-12-31 | $348k | 729 | 477.37 |
| 2021-09-30 | $489k | 4.1k | 118.92 |
| 2021-06-30 | $476k | 1.1k | 429.99 |
| 2021-03-31 | $440k | 1.1k | 397.47 |
| 2020-12-31 | $466k | 1.2k | 374.90 |
| 2020-09-30 | $385k | 1.1k | 336.54 |
| 2020-06-30 | $354k | 1.1k | 309.71 |
| 2020-03-31 | $340k | 1.3k | 258.36 |
| 2019-12-31 | $324k | 1.0k | 323.35 |