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

Legacy Edge 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 		$354K Hold
1,883
– – 0.03% 170
2026
Q1 		$292K Hold
1,883
– – 0.03% 184
2025
Q4 		$316K Sell
1,883
-50
-3% -$8.34K 0.03% 175
2025
Q3 		$318K Sell
1,933
-916
-32% -$144K 0.04% 168
2025
Q2 		$428K Buy
+2,849
New +$386K 0.06% 136

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 22.9% 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 Edge Advisors's IUSG Position: Q2 2026 in Review

Legacy Edge Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,883 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #170.

Legacy Edge Advisors first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q2 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Legacy Edge Advisors held 1,883 shares of iShares Core S&P US Growth ETF worth $354K as of Q2 2026.
  • Legacy Edge Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #170 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Legacy Edge Advisors's iShares Core S&P US Growth ETF position peaked at $428K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.