Legacy Financial Group (Iowa)
IVW icon

Legacy Financial Group (Iowa)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Financial Group (Iowa)’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 		$22.6M Buy
164,287
+2,442
+2% +$322K 2.54% 11
2026
Q1 		$18.3M Buy
161,845
+10,581
+7% +$1.27M 2.3% 12
2025
Q4 		$18.2M Buy
151,264
+1,251
+0.8% +$153K 2.24% 13
2025
Q3 		$18.1M Sell
150,013
-903
-0.6% -$104K 2.37% 13
2025
Q2 		$16.6M Sell
150,916
-7,731
-5% -$765K 2.32% 16
2025
Q1 		$14.7M Buy
158,647
+795
+0.5% +$80.1K 2.27% 16
2024
Q4 		$16M Sell
157,852
-8,088
-5% -$807K 2.59% 14
2024
Q3 		$15.9M Buy
165,940
+667
+0.4% +$61.6K 3.06% 10
2024
Q2 		$15.3M Buy
165,273
+60,939
+58% +$5.25M 3.01% 8
2024
Q1 		$8.81M Buy
+104,334
New +$8.38M 1.78% 18
2023
Q4 		– Sell
-38,806
Closed -$2.66M – 267
2023
Q3 		$2.66M Buy
+38,806
New +$2.75M 0.62% 29
2022
Q1 		– Sell
-15,654
Closed -$1.27M – 46
2021
Q4 		$1.27M Buy
+15,654
New +$1.26M 0.54% 21

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 Financial Group (Iowa)'s IVW Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, buying an estimated $322K and bringing the position to 164,287 shares worth $22.6M. The position accounts for 2.54% of the portfolio, ranked #11.

Legacy Financial Group (Iowa) first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Legacy Financial Group (Iowa) held 164,287 shares of iShares S&P 500 Growth ETF worth $22.6M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 2,442 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $322K.
  • iShares S&P 500 Growth ETF made up 2.54% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #11 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.