LEA
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Legacy Edge Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Edge Advisors’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 		$844K Sell
6,135
-40
-0.6% -$5.28K 0.08% 107
2026
Q1 		$698K Sell
6,175
-44
-0.7% -$5.29K 0.07% 107
2025
Q4 		$767K Sell
6,219
-180
-3% -$22K 0.08% 108
2025
Q3 		$772K Sell
6,399
-247
-4% -$28.4K 0.09% 102
2025
Q2 		$732K Buy
6,646
+269
+4% +$26.6K 0.1% 95
2025
Q1 		$592K Sell
6,377
-146
-2% -$14.7K 0.09% 96
2024
Q4 		$668K Sell
6,523
-3,730
-36% -$372K 0.11% 92
2024
Q3 		$982K Sell
10,253
-690
-6% -$63.7K 0.16% 76
2024
Q2 		$1.01M Buy
10,943
+6,441
+143% +$555K 0.19% 64
2024
Q1 		$380K Buy
+4,502
New +$362K 0.08% 113

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Edge Advisors's IVW Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.65% in Q2 2026, selling an estimated $5.28K and leaving 6,135 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #107.

Legacy Edge Advisors first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q2 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Legacy Edge Advisors held 6,135 shares of iShares S&P 500 Growth ETF worth $844K as of Q2 2026.
  • Legacy Edge Advisors sold 40 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.28K.
  • iShares S&P 500 Growth ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q2 2026, its #107 holding.
  • Legacy Edge Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Legacy Edge Advisors's iShares S&P 500 Growth ETF position peaked at $1.01M in Q2 2024.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.