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iShares S&P 500 Index shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $8.7M 20k 429.92
2021-03-31 $8.3M 21k 397.83
2020-12-31 $7.2M 19k 375.38
2020-09-30 $5.3M 16k 336.04
2020-06-30 $5.7M 18k 309.70
2020-03-31 $3.5M 14k 258.36
2019-12-31 $4.4M 13k 334.28

More positions owned by Legacy Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

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