Legacy Financial Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Financial Strategies’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	$330K	Buy	2,401 +125	+5%	+$16.5K	0.05%	115
2026 Q1	$257K	Buy	2,276 +60	+3%	+$7.22K	0.05%	121
2025 Q4	$273K	Buy	2,216 +28	+1%	+$3.43K	0.05%	115
2025 Q3	$264K	Buy	2,188 +31	+1%	+$3.56K	0.05%	116
2025 Q2	$237K	Buy	+2,157	New	+$213K	0.05%	116
2024 Q2	–	Sell	-2,596	Closed	-$219K	–	102
2024 Q1	$219K	Buy	+2,596	New	+$209K	0.06%	86
2018 Q3	–	Sell	-5,148	Closed	-$209K	–	64
2018 Q2	$209K	Buy	+5,148	New	+$207K	0.19%	86

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Financial Strategies's IVW Position: Q2 2026 in Review

Legacy Financial Strategies increased its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,401 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #115.

Legacy Financial Strategies first reported a position in IVW in Q2 2018 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Legacy Financial Strategies held 2,401 shares of iShares S&P 500 Growth ETF worth $330K as of Q2 2026.
Legacy Financial Strategies bought 125 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $16.5K.
iShares S&P 500 Growth ETF made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #115 holding.
Legacy Financial Strategies first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 7 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 Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.