iShares S&P 500 Index shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Legacy Edge Advisors 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 Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 15k | 748.91 |
| 2026-03-31 | $9.3M | 14k | 653.21 |
| 2025-12-31 | $10M | 15k | 684.93 |
| 2025-09-30 | $9.7M | 15k | 669.32 |
| 2025-06-30 | $9.8M | 16k | 620.91 |
| 2025-03-31 | $13M | 24k | 561.89 |
| 2024-12-31 | $14M | 24k | 590.98 |
| 2024-09-30 | $14M | 25k | 576.82 |
| 2024-06-30 | $14M | 26k | 547.23 |
| 2024-03-31 | $11M | 21k | 525.73 |
| 2023-12-31 | $10M | 22k | 477.63 |