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Legacy Capital Group California’s iShares S&P 500 Value ETF IVE Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-5,061
Closed -$1.07M – 319
2025
Q4 		$1.07M Buy
5,061
+880
+21% +$184K 0.26% 99
2025
Q3 		$863K Sell
4,181
-30
-0.7% -$6.03K 0.22% 122
2025
Q2 		$823K Buy
4,211
+409
+11% +$76.2K 0.23% 114
2025
Q1 		$725K Sell
3,802
-130
-3% -$25.2K 0.25% 103
2024
Q4 		$751K Buy
3,932
+167
+4% +$33.1K 0.23% 119
2024
Q3 		$742K Buy
3,765
+291
+8% +$55.3K 0.25% 119
2024
Q2 		$632K Buy
3,474
+315
+10% +$57.4K 0.23% 132
2024
Q1 		$590K Sell
3,159
-2,242
-42% -$399K 0.22% 149
2023
Q4 		$939K Sell
5,401
-5,210
-49% -$837K 0.36% 69
2023
Q3 		$1.63M Buy
10,611
+14
+0.1% +$2.26K 0.7% 22
2023
Q2 		$1.71M Buy
10,597
+220
+2% +$33.8K 0.7% 22
2023
Q1 		$1.57M Buy
+10,377
New +$1.57M 0.77% 23

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Capital Group California's IVE Position: Q1 2026 in Review

Legacy Capital Group California sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 5,061 shares — an estimated $1.07M sold.

Legacy Capital Group California first reported a position in IVE in Q1 2023 and held it in 12 quarters. The position peaked at $1.71M in Q2 2023. 1,716 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Legacy Capital Group California reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 5,061 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.07M.
  • Legacy Capital Group California first reported a position in iShares S&P 500 Value ETF in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's iShares S&P 500 Value ETF position peaked at $1.71M in Q2 2023.
  • 1,716 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.