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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Legacy Financial Group 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 Financial Group

Quarter filed Position value Share count Share price at filing
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

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Vanguard Index Fds Growth Etf (VUG)
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Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Legacy Financial Group

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