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iShares S&P 500 Value Index shares owned by Legend Capital Advisors

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

Historical chart of Legend Capital 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 Legend Capital 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 Legend Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 2.0k 211.15

More positions owned by Legend Capital Advisors

Snowflake Com Shs (SNOW)
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Apple (AAPL)
Warner Bros Discovery Com Ser A (WBD)
NVIDIA Corporation (NVDA)
Tmc The Metals Company (TMC)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Telus Ord (TU)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)

View all positions for Legend Capital Advisors

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