iShares S&P 500 Value Index shares owned by Legacy Bridge
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 729 | 206.51 |
| 2025-06-30 | $143k | 729 | 195.42 |
| 2025-03-31 | $139k | 729 | 190.58 |
| 2024-12-31 | $139k | 729 | 190.88 |
| 2024-09-30 | $144k | 729 | 197.17 |
| 2024-06-30 | $133k | 729 | 182.01 |
| 2024-03-31 | $136k | 728 | 186.81 |
| 2023-12-31 | $124k | 714 | 173.89 |
| 2023-09-30 | $108k | 701 | 153.84 |
| 2023-06-30 | $113k | 701 | 161.19 |
| 2023-03-31 | $99k | 651 | 151.76 |
| 2022-12-31 | $94k | 651 | 145.07 |
| 2022-09-30 | $84k | 651 | 129.03 |
| 2022-06-30 | $89k | 651 | 136.71 |
| 2022-03-31 | $101k | 651 | 155.15 |
| 2021-12-31 | $102k | 651 | 156.68 |
| 2021-09-30 | $95k | 651 | 145.93 |
| 2021-06-30 | $96k | 651 | 147.47 |
| 2021-03-31 | $92k | 650 | 141.54 |
| 2020-12-31 | $83k | 650 | 127.69 |
| 2020-09-30 | $73k | 650 | 112.31 |
| 2020-06-30 | $70k | 650 | 107.69 |
| 2020-03-31 | $63k | 650 | 96.92 |
| 2019-12-31 | $123k | 944 | 130.30 |
| 2019-09-30 | $112k | 944 | 118.64 |
| 2019-06-30 | $110k | 944 | 116.53 |
| 2019-03-31 | $106k | 944 | 112.29 |
| 2018-12-31 | $95k | 944 | 100.64 |