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
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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 |
|---|---|---|---|
| 2025-09-30 | $863k | 4.2k | 206.51 |
| 2025-06-30 | $823k | 4.2k | 195.44 |
| 2025-03-31 | $725k | 3.8k | 190.57 |
| 2024-12-31 | $751k | 3.9k | 190.89 |
| 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
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