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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
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 $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 Capital Group California's IVW Position: Q1 2026 in Review

Legacy Capital Group California increased its iShares S&P 500 Growth ETF (IVW) stake by 7.6% in Q1 2026, buying an estimated $56.2K and bringing the position to 6,652 shares worth $752K. The position accounts for 0.29% of the portfolio, ranked #109.

Legacy Capital Group California first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $762K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Legacy Capital Group California held 6,652 shares of iShares S&P 500 Growth ETF worth $752K as of Q1 2026.
  • Legacy Capital Group California bought 467 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $56.2K.
  • iShares S&P 500 Growth ETF made up 0.29% of Legacy Capital Group California's portfolio in Q1 2026, its #109 holding.
  • Legacy Capital Group California first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Legacy Capital Group California's iShares S&P 500 Growth ETF position peaked at $762K 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 Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.