iShares S&P 500 Value Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 6.5k | 197.17 |
| 2024-06-30 | $1.2M | 6.5k | 182.01 |
| 2024-03-31 | $1.2M | 6.5k | 186.81 |
| 2023-12-31 | $1.1M | 6.2k | 173.89 |
| 2023-09-30 | $964k | 6.2k | 154.68 |
| 2023-06-30 | $1.0M | 6.2k | 161.19 |
| 2023-03-31 | $946k | 6.2k | 151.76 |
| 2022-12-31 | $904k | 6.2k | 145.07 |
| 2022-09-30 | $801k | 6.2k | 128.53 |
| 2022-06-30 | $857k | 6.2k | 137.52 |
| 2022-03-31 | $970k | 6.2k | 155.65 |