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Legacy Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Legacy Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Hold
6,482
– – 0.14% 89
2026
Q1 		$1.37M Hold
6,482
– – 0.16% 81
2025
Q4 		$1.37M Hold
6,482
– – 0.15% 85
2025
Q3 		$1.34M Buy
+6,482
New +$1.3M 0.17% 83
2025
Q2 		– Sell
-6,482
Closed -$1.24M – 203
2025
Q1 		$1.24M Hold
6,482
– – 0.13% 136
2024
Q4 		$1.24M Hold
6,482
– – 0.12% 134
2024
Q3 		$1.28M Hold
6,482
– – 0.14% 124
2024
Q2 		$1.18M Hold
6,482
– – 0.14% 110
2024
Q1 		$1.21M Buy
6,482
+250
+4% +$44.4K 0.15% 117
2023
Q4 		$1.08M Hold
6,232
– – 0.14% 122
2023
Q3 		$964K Hold
6,232
– – 0.16% 127
2023
Q2 		$1M Hold
6,232
– – 0.15% 116
2023
Q1 		$946K Hold
6,232
– – 0.17% 101
2022
Q4 		$904K Hold
6,232
– – 0.17% 99
2022
Q3 		$801K Hold
6,232
– – 0.18% 88
2022
Q2 		$857K Hold
6,232
– – 0.18% 82
2022
Q1 		$970K Buy
+6,232
New +$959K 0.19% 77

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Legacy Advisors's IVE Position: Q2 2026 in Review

Legacy Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 6,482 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #89.

Legacy Advisors first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Legacy Advisors held 6,482 shares of iShares S&P 500 Value ETF worth $1.47M as of Q2 2026.
  • Legacy Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.14% of Legacy Advisors's portfolio in Q2 2026, its #89 holding.
  • Legacy Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.