iShares S&P 500 Value Index shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors 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 Edge 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 Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $639k | 2.8k | 227.06 |
| 2026-03-31 | $660k | 3.1k | 211.15 |
| 2025-12-31 | $791k | 3.7k | 212.07 |
| 2025-09-30 | $589k | 2.9k | 206.51 |
| 2025-06-30 | $546k | 2.8k | 195.42 |
| 2025-03-31 | $449k | 2.4k | 190.58 |
| 2024-12-31 | $339k | 1.8k | 190.63 |
| 2024-09-30 | $600k | 3.0k | 197.17 |
| 2024-06-30 | $524k | 2.9k | 182.01 |
| 2024-03-31 | $282k | 1.5k | 186.81 |