Legacy Capital Group California, Inc. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Legacy Capital Group California, Inc. opened 25 positions, added to 27, reduced 7, sold out of 22 and left 3 unchanged. The largest increase in value was JPST (+$9,936,897); the largest decrease was BIL (-$8,502,268).
- IWV: Country of operation —; Class RUSSELL 3000 ETF; Shares 2026-03-31 987; Shares 2026-06-30 987.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 355; Shares 2026-06-30 355.
- CMDT: Country of operation —; Class COMMODITY STRAT; Shares 2026-03-31 6,719; Shares 2026-06-30 6,719.
Two Form 13F-HR filings compared (SEC CIK 1977092): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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