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 |
|---|---|---|---|
| 2025-06-30 | $432k | 695 | 621.28 |
| 2025-03-31 | $391k | 695 | 562.24 |
| 2024-12-31 | $409M | 695 | 589040.29 |
| 2024-06-30 | $363k | 663 | 547.58 |
| 2024-03-31 | $308k | 586 | 526.11 |
| 2023-09-30 | $233M | 543 | 429429.10 |