My Legacy Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

My Legacy Advisors’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
2025 Q2	$5.02M	Sell	45,212 -5,772	-11%	-$571K	1.79%	9
2025 Q1	$4.73M	Buy	50,984 +889	+2%	+$89.6K	1.83%	9
2024 Q4	$5.16M	Sell	50,095 -2,145	-4%	-$214K	2%	8
2024 Q3	$5M	Sell	52,240 -37,604	-42%	-$3.47M	1.98%	8
2024 Q2	$8.31M	Buy	89,844 +39,422	+78%	+$3.4M	2.66%	6
2024 Q1	$4.26M	Buy	50,422 +28,635	+131%	+$2.3M	1.43%	12
2023 Q4	$1.65M	Buy	21,787 +2,036	+10%	+$145K	0.6%	39
2023 Q3	$1.36M	Buy	19,751 +16,016	+429%	+$1.13M	0.55%	45
2023 Q2	$265K	Buy	+3,735	New	+$247K	0.1%	190

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

My Legacy Advisors's IVW Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2025, selling an estimated $571K and leaving 45,212 shares worth $5.02M. The position accounts for 1.79% of the portfolio, ranked #9.

My Legacy Advisors first reported a position in IVW in Q2 2023 and has held it in 9 quarters since. The position peaked at $8.31M in Q2 2024. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

My Legacy Advisors held 45,212 shares of iShares S&P 500 Growth ETF worth $5.02M as of Q2 2025.
My Legacy Advisors sold 5,772 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $571K.
iShares S&P 500 Growth ETF made up 1.79% of My Legacy Advisors's portfolio in Q2 2025, its #9 holding.
My Legacy Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 9 quarters since.
My Legacy Advisors's iShares S&P 500 Growth ETF position peaked at $8.31M in Q2 2024.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.