iShares S&P 500 Index shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Legacy Capital Wealth Partners 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 Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 13k | 669.29 |
| 2025-06-30 | $8.7M | 14k | 620.88 |
| 2025-03-31 | $8.4M | 15k | 561.89 |
| 2024-12-31 | $8.2M | 14k | 588.67 |
| 2024-09-30 | $8.4M | 15k | 576.82 |
| 2024-06-30 | $8.1M | 15k | 547.23 |
| 2023-09-30 | $6.7M | 16k | 429.42 |
| 2023-03-31 | $6.3M | 15k | 411.09 |
| 2021-03-31 | $224k | 564 | 397.16 |
More positions owned by Legacy Capital Wealth Partners
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