LEA
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
Q2 		$546K Sell
2,792
-334
-11% -$74.6K 0.07% 112
2026
Q1 		$660K Sell
3,126
-603
-16% -$131K 0.07% 112
2025
Q4 		$791K Buy
+3,729
New +$782K 0.09% 105

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 11% in Q2 2026, selling an estimated $74.6K and leaving 2,792 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #112.

Legacy Edge Advisors first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $791K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Legacy Edge Advisors held 2,792 shares of iShares S&P 500 Value ETF worth $546K as of Q2 2026.
  • Legacy Edge Advisors sold 334 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $74.6K.
  • iShares S&P 500 Value ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #112 holding.
  • Legacy Edge Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares S&P 500 Value ETF position peaked at $791K in Q4 2025.
  • 1,299 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.