iShares S&P 500 Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by My Legacy Advisors 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.0M | 14k | 628.84 |
| 2025-03-31 | $9.0M | 16k | 561.88 |
| 2024-12-31 | $9.9M | 17k | 595.62 |
| 2024-09-30 | $9.2M | 16k | 576.81 |
| 2024-06-30 | $12M | 21k | 547.22 |
| 2024-03-31 | $11M | 20k | 525.74 |
| 2023-12-31 | $9.2M | 19k | 478.54 |
| 2023-09-30 | $6.9M | 16k | 428.40 |
| 2023-06-30 | $6.9M | 15k | 452.10 |
| 2023-03-31 | $5.2M | 13k | 411.48 |
| 2022-12-31 | $4.9M | 12k | 414.35 |
| 2022-09-30 | $3.3M | 9.1k | 359.05 |
| 2022-06-30 | $2.3M | 5.9k | 386.31 |
| 2022-03-31 | $1.8M | 4.1k | 453.76 |