Legacy Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Advisory Services’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 Q3	$4.61M	Buy	+32,422	New	+$4.49M	3.31%	8
2025 Q1	–	Sell	-43,888	Closed	-$4.46M	–	54
2024 Q4	$4.46M	Buy	43,888 +47	+0.1%	+$4.69K	3.8%	8
2024 Q3	$4.2M	Buy	43,841 +2,238	+5%	+$207K	3.61%	9
2024 Q2	$3.85M	Sell	41,603 -7,126	-15%	-$614K	3.52%	11
2024 Q1	$4.11M	Buy	48,729 +7,595	+18%	+$610K	3.9%	9
2023 Q4	$3.09M	Buy	+41,134	New	+$2.93M	3.26%	12

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Legacy Advisory Services's IVW Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 32,422 shares worth $4.61M. The stake represents 3.31% of the portfolio and ranks #8 among its holdings. This is a return to the name: Legacy Advisory Services previously reported a position in IVW as recently as Q4 2024.

Legacy Advisory Services first reported a position in IVW in Q4 2023 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Legacy Advisory Services held 32,422 shares of iShares S&P 500 Growth ETF worth $4.61M as of Q3 2026.
iShares S&P 500 Growth ETF was a new Legacy Advisory Services position in Q3 2026.
iShares S&P 500 Growth ETF made up 3.31% of Legacy Advisory Services's portfolio in Q3 2026, its #8 holding.
Legacy Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.