iShares S&P 500 Index shares owned by Legacy Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 669.31 |
| 2025-06-30 | $22M | 36k | 620.91 |
| 2025-03-31 | $14M | 24k | 561.91 |
| 2024-12-31 | $13M | 23k | 588.69 |
| 2024-09-30 | $13M | 22k | 576.83 |
| 2024-06-30 | $11M | 20k | 547.23 |
| 2024-03-31 | $10M | 20k | 525.73 |
| 2023-12-31 | $11M | 23k | 477.63 |
| 2023-09-30 | $8.5M | 20k | 429.43 |
| 2023-06-30 | $9.0M | 20k | 445.71 |
| 2023-03-31 | $8.3M | 20k | 411.08 |
| 2022-12-31 | $8.3M | 22k | 384.21 |