iShares S&P 500 Index shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.29 |
| 2025-06-30 | $5.2M | 8.3k | 620.88 |
| 2025-03-31 | $3.9M | 7.0k | 561.90 |
| 2024-12-31 | $4.2M | 7.1k | 588.68 |
| 2024-09-30 | $4.8M | 8.3k | 576.81 |
| 2024-06-30 | $4.5M | 8.2k | 547.21 |
| 2024-03-31 | $4.3M | 8.3k | 525.73 |
| 2023-12-31 | $3.9M | 8.2k | 477.63 |