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Legacy Financial Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Legacy Financial Strategies’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 		$284K Buy
1,252
+136
+12% +$30.4K 0.04% 124
2026
Q1 		$236K Hold
1,116
– – 0.04% 126
2025
Q4 		$237K Hold
1,116
– – 0.04% 125
2025
Q3 		$230K Hold
1,116
– – 0.04% 124
2025
Q2 		$218K Sell
1,116
-22
-2% -$4.1K 0.04% 120
2025
Q1 		$217K Hold
1,138
– – 0.05% 111
2024
Q4 		$216K Buy
1,138
+3
+0.3% +$595 0.05% 110
2024
Q3 		$224K Buy
+1,135
New +$216K 0.05% 109

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
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 Financial Strategies's IVE Position: Q2 2026 in Review

Legacy Financial Strategies increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,252 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #124.

Legacy Financial Strategies first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Legacy Financial Strategies held 1,252 shares of iShares S&P 500 Value ETF worth $284K as of Q2 2026.
  • Legacy Financial Strategies bought 136 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $30.4K.
  • iShares S&P 500 Value ETF made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #124 holding.
  • Legacy Financial Strategies first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.