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Charis Legacy Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Charis Legacy Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+1,576
New +$208K 0.27% 28

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Charis Legacy Partners's IVW Position: Q2 2026 in Review

Charis Legacy Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,576 shares worth $217K. The stake represents 0.27% of the portfolio and ranks #28 among its holdings.

1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Charis Legacy Partners held 1,576 shares of iShares S&P 500 Growth ETF worth $217K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Charis Legacy Partners position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.27% of Charis Legacy Partners's portfolio in Q2 2026, its #28 holding.
  • 1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.