Legacy Wealth Management (Mississippi)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022 Q1	–	Sell	-3,395	Closed	-$284K	–	99
2021 Q4	$284K	Sell	3,395 -30,930	-90%	-$2.49M	0.15%	94
2021 Q3	$2.54M	Sell	34,325 -795	-2%	-$60.6K	1.36%	20
2021 Q2	$2.55M	Sell	35,120 -2,708	-7%	-$187K	1.42%	17
2021 Q1	$2.46M	Sell	37,828 -10	-0%	-$646	1.49%	15
2020 Q4	$2.41M	Buy	37,838 +1,638	+5%	+$99.3K	1.53%	13
2020 Q3	$2.09M	Hold	36,200	–	–	1.44%	16
2020 Q2	$1.88M	Buy	36,200 +6,200	+21%	+$297K	1.43%	15
2020 Q1	$1.24M	Hold	30,000	–	–	1.15%	23
2019 Q4	$1.45M	Buy	+30,000	New	+$1.39M	1.26%	18

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IVW Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2022, closing a stake of 3,395 shares — an estimated $284K sold.

Legacy Wealth Management (Mississippi) first reported a position in IVW in Q4 2019 and held it in 9 quarters. The position peaked at $2.55M in Q2 2021. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

Legacy Wealth Management (Mississippi) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 3,395 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $284K.
Legacy Wealth Management (Mississippi) first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 9 quarters.
Legacy Wealth Management (Mississippi)'s iShares S&P 500 Growth ETF position peaked at $2.55M in Q2 2021.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.