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iShares S&P 500 Index shares owned by Family Legacy Financial Solutions

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Legacy Financial Solutions from 13F filings

Historical chart of Family Legacy Financial Solutions investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Family Legacy Financial Solutions 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 Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $543k 792 685.61
2025-09-30 $530k 792 669.43
2025-06-30 $319k 514 621.09

More positions owned by Family Legacy Financial Solutions

Schwab U.s. Large-cap Etf Etf (SCHX)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Advanced Micro Devices (AMD)
Eli Lilly & Co. (LLY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
PerkinElmer (RVTY)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Stryker Corporation (SYK)
Schwab International Equity Etf Etf (SCHF)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Waste Management (WM)
Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR)

View all positions for Family Legacy Financial Solutions

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