Family Legacy Financial Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Family Legacy Financial Solutions’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Sell	2,188 -67	-3%	-$12.1K	0.25%	39
2026 Q1	$355K	Sell	2,255 -129	-5%	-$21.2K	0.29%	36
2025 Q4	$400K	Sell	2,384 -63	-3%	-$10.5K	0.31%	37
2025 Q3	$403K	Sell	2,447 -78	-3%	-$12.3K	0.31%	37
2025 Q2	$380K	Buy	+2,525	New	+$342K	0.32%	38

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Family Legacy Financial Solutions's IUSG Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3% in Q2 2026, selling an estimated $12.1K and leaving 2,188 shares worth $411K. The position accounts for 0.25% of the portfolio, ranked #39.

Family Legacy Financial Solutions first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Family Legacy Financial Solutions held 2,188 shares of iShares Core S&P US Growth ETF worth $411K as of Q2 2026.
Family Legacy Financial Solutions sold 67 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $12.1K.
iShares Core S&P US Growth ETF made up 0.25% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #39 holding.
Family Legacy Financial Solutions first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.