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Legacy Private Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Private Trust’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
Q3 		$297K Hold
2,088
– – 0.02% 231
2026
Q2 		$287K Hold
2,088
– – 0.02% 233
2026
Q1 		$236K Hold
2,088
– – 0.01% 248
2025
Q4 		$257K Hold
2,088
– – 0.02% 237
2025
Q3 		$252K Hold
2,088
– – 0.02% 238
2025
Q2 		$230K Buy
+2,088
New +$207K 0.01% 236
2025
Q1 		– Sell
-2,088
Closed -$212K – 253
2024
Q4 		$212K Buy
+2,088
New +$208K 0.01% 228
2022
Q2 		– Sell
-2,748
Closed -$210K – 235
2022
Q1 		$210K Buy
2,748
+160
+6% +$12K 0.02% 232
2021
Q4 		$217K Buy
+2,588
New +$208K 0.02% 229

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's IVW Position: Q3 2026 in Review

Legacy Private Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,088 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #231.

Legacy Private Trust first reported a position in IVW in Q4 2021 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Legacy Private Trust held 2,088 shares of iShares S&P 500 Growth ETF worth $297K as of Q3 2026.
  • Legacy Private Trust left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #231 holding.
  • Legacy Private Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.