iShares S&P 500 Value Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy 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 My Legacy 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.7M | 19k | 198.89 |
| 2025-03-31 | $3.2M | 17k | 190.58 |
| 2024-12-31 | $2.2M | 11k | 192.70 |
| 2024-09-30 | $2.2M | 11k | 197.17 |
| 2024-06-30 | $3.3M | 18k | 182.01 |
| 2024-03-31 | $2.9M | 16k | 186.81 |