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

Legacy Bridge’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
Q1 		$493K Buy
4,355
+50
+1% +$6.01K 0.19% 115
2025
Q4 		$531K Hold
4,305
– – 0.22% 112
2025
Q3 		$520K Hold
4,305
– – 0.22% 111
2025
Q2 		$474K Hold
4,305
– – 0.22% 108
2025
Q1 		$400K Sell
4,305
-600
-12% -$60.5K 0.22% 114
2024
Q4 		$498K Hold
4,905
– – 0.26% 109
2024
Q3 		$470K Hold
4,905
– – 0.25% 110
2024
Q2 		$454K Hold
4,905
– – 0.27% 102
2024
Q1 		$414K Buy
4,905
+35
+0.7% +$2.81K 0.24% 105
2023
Q4 		$366K Sell
4,870
-40
-0.8% -$2.85K 0.24% 106
2023
Q3 		$336K Hold
4,910
– – 0.24% 111
2023
Q2 		$346K Buy
4,910
+125
+3% +$8.26K 0.23% 118
2023
Q1 		$306K Hold
4,785
– – 0.21% 121
2022
Q4 		$280K Hold
4,785
– – 0.2% 124
2022
Q3 		$277K Hold
4,785
– – 0.22% 119
2022
Q2 		$289K Sell
4,785
-1,100
-19% -$72.8K 0.21% 122
2022
Q1 		$449K Hold
5,885
– – 0.26% 119
2021
Q4 		$492K Sell
5,885
-500
-8% -$40.3K 0.26% 121
2021
Q3 		$472K Buy
6,385
+220
+4% +$16.8K 0.27% 114
2021
Q2 		$448K Buy
6,165
+435
+8% +$30.1K 0.25% 116
2021
Q1 		$373K Buy
5,730
+200
+4% +$12.9K 0.24% 116
2020
Q4 		$353K Buy
5,530
+130
+2% +$7.88K 0.26% 112
2020
Q3 		$312K Hold
5,400
– – 0.28% 107
2020
Q2 		$280K Hold
5,400
– – 0.31% 103
2020
Q1 		$223K Sell
5,400
-1,596
-23% -$75.5K 0.28% 109
2019
Q4 		$339K Hold
6,996
– – 0.28% 109
2019
Q3 		$315K Hold
6,996
– – 0.3% 106
2019
Q2 		$313K Hold
6,996
– – 0.3% 104
2019
Q1 		$301K Hold
6,996
– – 0.31% 103
2018
Q4 		$264K Buy
+6,996
New +$283K 0.33% 102

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Bridge's IVW Position: Q1 2026 in Review

Legacy Bridge increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q1 2026, buying an estimated $6.01K and bringing the position to 4,355 shares worth $493K. The position accounts for 0.19% of the portfolio, ranked #115.

Legacy Bridge first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $531K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Legacy Bridge held 4,355 shares of iShares S&P 500 Growth ETF worth $493K as of Q1 2026.
  • Legacy Bridge bought 50 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.01K.
  • iShares S&P 500 Growth ETF made up 0.19% of Legacy Bridge's portfolio in Q1 2026, its #115 holding.
  • Legacy Bridge first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's iShares S&P 500 Growth ETF position peaked at $531K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.