Legacy Financial Group (Iowa)
TOPT

Legacy Financial Group (Iowa)’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Buy
18,136
+222
+1% +$6.69K 0.07% 81
2025
Q4 		$546K Buy
17,914
+717
+4% +$22.2K 0.07% 81
2025
Q3 		$524K Buy
17,197
+935
+6% +$26.9K 0.07% 80
2025
Q2 		$444K Buy
16,262
+7,839
+93% +$195K 0.06% 81
2025
Q1 		$201K Buy
+8,423
New +$216K 0.03% 111

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TOPT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 1.2% in Q1 2026, buying an estimated $6.69K and bringing the position to 18,136 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #81.

Legacy Financial Group (Iowa) first reported a position in TOPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $546K in Q4 2025. 85 funds tracked by Wall St. Rank hold TOPT as of Q1 2026.

  • Legacy Financial Group (Iowa) held 18,136 shares of iShares Top 20 U.S. Stocks ETF worth $519K as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 222 iShares Top 20 U.S. Stocks ETF shares in Q1 2026, an estimated $6.69K.
  • iShares Top 20 U.S. Stocks ETF made up 0.07% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #81 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 5 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Top 20 U.S. Stocks ETF position peaked at $546K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.