My Legacy Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
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