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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Private Trust's IVW Position: Q2 2026 in Review

Legacy Private Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,088 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #233.

Legacy Private Trust first reported a position in IVW in Q4 2021 and has held it in 8 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Legacy Private Trust held 2,088 shares of iShares S&P 500 Growth ETF worth $287K as of Q2 2026.
  • Legacy Private Trust left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Legacy Private Trust's portfolio in Q2 2026, its #233 holding.
  • Legacy Private Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 8 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.