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iShares S&P 500 Value Index shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Legacy Capital Group California 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 Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 3.8k 197.16
2024-06-30 $632k 3.5k 182.01
2024-03-31 $590k 3.2k 186.82
2023-12-31 $939k 5.4k 173.88
2023-09-30 $1.6M 11k 153.85
2023-06-30 $1.7M 11k 161.20
2023-03-31 $1.6M 10k 151.76

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Fs Kkr Capital Corp (FSK)
Meta Platforms Cl A (META)
Spotify Technology S A SHS (SPOT)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index