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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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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. 161 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.
  • 161 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.