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
Q2 		$608K Buy
18,459
+323
+2% +$10.5K 0.07% 84
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

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

Legacy Financial Group (Iowa) increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 1.8% in Q2 2026, buying an estimated $10.5K and bringing the position to 18,459 shares worth $608K. The position accounts for 0.07% of the portfolio, ranked #84.

Legacy Financial Group (Iowa) first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 18,459 shares of iShares Top 20 U.S. Stocks ETF worth $608K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 323 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Top 20 U.S. Stocks ETF made up 0.07% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #84 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 6 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

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