Legacy Edge Advisors
IVE icon

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
Q3 		$625K Sell
2,738
-75
-3% -$17.5K 0.06% 131
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Legacy Edge Advisors's IVE Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2.7% in Q3 2026, selling an estimated $17.5K and leaving 2,738 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #131.

Legacy Edge Advisors first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. The position peaked at $791K in Q4 2025. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Legacy Edge Advisors held 2,738 shares of iShares S&P 500 Value ETF worth $625K as of Q3 2026.
  • Legacy Edge Advisors sold 75 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $17.5K.
  • iShares S&P 500 Value ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q3 2026, its #131 holding.
  • Legacy Edge Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • Legacy Edge Advisors's iShares S&P 500 Value ETF position peaked at $791K in Q4 2025.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.