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

My Legacy 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
2025
Q2 		$3.7M Buy
18,579
+2,014
+12% +$375K 1.32% 16
2025
Q1 		$3.16M Buy
16,565
+5,170
+45% +$1M 1.22% 19
2024
Q4 		$2.2M Buy
11,395
+152
+1% +$30.1K 0.85% 32
2024
Q3 		$2.22M Sell
11,243
-7,135
-39% -$1.36M 0.88% 28
2024
Q2 		$3.35M Buy
18,378
+2,868
+18% +$522K 1.07% 20
2024
Q1 		$2.9M Buy
+15,510
New +$2.76M 0.97% 22

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Legacy Advisors's IVE Position: Q2 2025 in Review

My Legacy Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2025, buying an estimated $375K and bringing the position to 18,579 shares worth $3.7M. The position accounts for 1.32% of the portfolio, ranked #16.

My Legacy Advisors first reported a position in IVE in Q1 2024 and has held it in 6 quarters since. 1,529 funds tracked by Wall St. Rank hold IVE as of Q2 2025.

  • My Legacy Advisors held 18,579 shares of iShares S&P 500 Value ETF worth $3.7M as of Q2 2025.
  • My Legacy Advisors bought 2,014 iShares S&P 500 Value ETF shares in Q2 2025, an estimated $375K.
  • iShares S&P 500 Value ETF made up 1.32% of My Legacy Advisors's portfolio in Q2 2025, its #16 holding.
  • My Legacy Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,529 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.