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Legacy Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Legacy Advisors’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 		$286K Buy
+1,521
New +$275K 0.03% 254
2026
Q1 		– Sell
-1,340
Closed -$225K – 300
2025
Q4 		$225K Buy
+1,340
New +$224K 0.02% 261

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Legacy Advisors's IUSG Position: Q2 2026 in Review

Legacy Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,521 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in IUSG as recently as Q4 2025.

Legacy Advisors first reported a position in IUSG in Q4 2025 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Legacy Advisors held 1,521 shares of iShares Core S&P US Growth ETF worth $286K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Legacy Advisors position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #254 holding.
  • Legacy Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.