iShares S&P 500 Index shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.27 |
| 2025-06-30 | $1.3M | 2.1k | 620.86 |
| 2025-03-31 | $724k | 1.3k | 561.93 |
| 2024-12-31 | $819k | 1.4k | 588.70 |
| 2024-09-30 | $793k | 1.4k | 571.25 |
| 2024-06-30 | $733k | 1.3k | 547.23 |
| 2024-03-31 | $702k | 1.3k | 525.73 |
| 2023-09-30 | $518k | 1.2k | 429.43 |
| 2023-06-30 | $546k | 1.2k | 445.71 |
| 2023-03-31 | $425k | 1.0k | 411.08 |
| 2022-12-31 | $397k | 1.0k | 384.21 |