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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$444K Buy
16,262
+7,839
+93% +$214K 0.06% 81
2025
Q1 		$201K Buy
+8,423
New +$201K 0.03% 111