Legacy Advisors
IUSG icon

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
Q3 		$338K Buy
1,745
+224
+15% +$42.4K 0.03% 218
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Advisors's IUSG Position: Q3 2026 in Review

Legacy Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q3 2026, buying an estimated $42.4K and bringing the position to 1,745 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #218.

Legacy Advisors first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Legacy Advisors held 1,745 shares of iShares Core S&P US Growth ETF worth $338K as of Q3 2026.
  • Legacy Advisors bought 224 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $42.4K.
  • iShares Core S&P US Growth ETF made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #218 holding.
  • Legacy Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.