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Legacy Capital Group California’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Capital Group California’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 		$472K Sell
3,429
-3,223
-48% -$426K 0.14% 207
2026
Q1 		$752K Buy
6,652
+467
+8% +$56.2K 0.29% 109
2025
Q4 		$762K Buy
6,185
+281
+5% +$34.4K 0.18% 145
2025
Q3 		$713K Buy
5,904
+2,603
+79% +$299K 0.18% 156
2025
Q2 		$363K Sell
3,301
-1,795
-35% -$178K 0.1% 229
2025
Q1 		$473K Buy
5,096
+1,575
+45% +$159K 0.16% 174
2024
Q4 		$357K Buy
3,521
+287
+9% +$28.6K 0.11% 220
2024
Q3 		$310K Sell
3,234
-2,581
-44% -$238K 0.1% 225
2024
Q2 		$538K Buy
5,815
+2,651
+84% +$229K 0.19% 153
2024
Q1 		$267K Buy
3,164
+38
+1% +$3.05K 0.1% 243
2023
Q4 		$235K Buy
3,126
+21
+0.7% +$1.5K 0.09% 253
2023
Q3 		$212K Buy
3,105
+47
+2% +$3.33K 0.09% 257
2023
Q2 		$216K Buy
+3,058
New +$202K 0.09% 250

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

Legacy Capital Group California's IVW Position: Q2 2026 in Review

Legacy Capital Group California reduced its iShares S&P 500 Growth ETF (IVW) stake by 48% in Q2 2026, selling an estimated $426K and leaving 3,429 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #207.

Legacy Capital Group California first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $762K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Legacy Capital Group California held 3,429 shares of iShares S&P 500 Growth ETF worth $472K as of Q2 2026.
  • Legacy Capital Group California sold 3,223 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $426K.
  • iShares S&P 500 Growth ETF made up 0.14% of Legacy Capital Group California's portfolio in Q2 2026, its #207 holding.
  • Legacy Capital Group California first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's iShares S&P 500 Growth ETF position peaked at $762K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.