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

Legacy Edge 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 		$639K Sell
2,813
-313
-10% -$69.9K 0.06% 125
2026
Q1 		$660K Sell
3,126
-603
-16% -$131K 0.07% 112
2025
Q4 		$791K Buy
3,729
+875
+31% +$183K 0.09% 105
2025
Q3 		$589K Buy
2,854
+62
+2% +$12.5K 0.07% 112
2025
Q2 		$546K Buy
2,792
+436
+19% +$81.2K 0.07% 112
2025
Q1 		$449K Buy
2,356
+580
+33% +$112K 0.07% 114
2024
Q4 		$339K Sell
1,776
-1,265
-42% -$251K 0.05% 136
2024
Q3 		$600K Buy
3,041
+165
+6% +$31.3K 0.1% 96
2024
Q2 		$523K Buy
2,876
+1,366
+90% +$249K 0.1% 101
2024
Q1 		$282K Buy
+1,510
New +$268K 0.06% 135

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Edge Advisors's IVE Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $69.9K and leaving 2,813 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #125.

Legacy Edge Advisors first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $791K in Q4 2025. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Legacy Edge Advisors held 2,813 shares of iShares S&P 500 Value ETF worth $639K as of Q2 2026.
  • Legacy Edge Advisors sold 313 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $69.9K.
  • iShares S&P 500 Value ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #125 holding.
  • Legacy Edge Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Legacy Edge Advisors's iShares S&P 500 Value ETF position peaked at $791K in Q4 2025.
  • 1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.