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iShares S&P 500 Value Index shares owned by Legacy Trust

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

Historical chart of Legacy Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 1.3k 206.51

More positions owned by Legacy Trust

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
United Rentals (URI)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Goldman Sachs (GS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Visa Com Cl A (V)
Amazon (AMZN)
Meta Platforms Cl A (META)
American Express Company (AXP)
Raytheon Technologies Corp (RTX)

View all positions for Legacy Trust

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index