iShares S&P 500 Index shares owned by Legacy Bridge
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $335k | 500 | 669.30 |
| 2025-06-30 | $311k | 500 | 620.90 |
| 2025-03-31 | $281k | 500 | 561.90 |
| 2024-12-31 | $294k | 500 | 588.68 |
| 2024-09-30 | $288k | 500 | 576.82 |
| 2024-06-30 | $274k | 500 | 547.23 |
| 2024-03-31 | $263k | 500 | 525.73 |
| 2023-12-31 | $239k | 500 | 477.63 |
| 2023-09-30 | $215k | 500 | 429.43 |
| 2023-06-30 | $223k | 500 | 445.71 |
| 2023-03-31 | $206k | 500 | 411.08 |
| 2022-12-31 | $192k | 500 | 384.21 |