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Family Legacy Financial Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Family Legacy Financial Solutions’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 		$105K Buy
+766
New +$101K 0.06% 63
2025
Q4 		– Sell
-770
Closed -$92.9K – 137
2025
Q3 		$92.9K Buy
770
+696
+941% +$80.1K 0.07% 71
2025
Q2 		$8.23K Buy
+74
New +$7.32K 0.01% 156

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Family Legacy Financial Solutions's IVW Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 766 shares worth $105K. The stake represents 0.06% of the portfolio and ranks #63 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in IVW as recently as Q3 2025.

Family Legacy Financial Solutions first reported a position in IVW in Q2 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Family Legacy Financial Solutions held 766 shares of iShares S&P 500 Growth ETF worth $105K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Family Legacy Financial Solutions position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #63 holding.
  • Family Legacy Financial Solutions first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.