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

Legacy Advisory Services’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 Q3	$3.43M	Buy	+15,025	New	+$3.51M	2.46%	10

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Legacy Advisory Services's IVE Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 15,025 shares worth $3.43M. The stake represents 2.46% of the portfolio and ranks #10 among its holdings.

609 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Legacy Advisory Services held 15,025 shares of iShares S&P 500 Value ETF worth $3.43M as of Q3 2026.
iShares S&P 500 Value ETF was a new Legacy Advisory Services position in Q3 2026.
iShares S&P 500 Value ETF made up 2.46% of Legacy Advisory Services's portfolio in Q3 2026, its #10 holding.
609 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.