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iShares S&P 500 Value Index shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies 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 Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 1.1k 190.00
2024-09-30 $224k 1.1k 197.19

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Legacy Financial Strategies

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index