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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 		$428K Buy
2,849
+966
+51% +$174K 0.06% 136
2026
Q1 		$292K Hold
1,883
– – 0.03% 184
2025
Q4 		$316K Buy
+1,883
New +$314K 0.03% 175

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Edge Advisors's IUSG Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 51% in Q2 2026, buying an estimated $174K and bringing the position to 2,849 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #136.

Legacy Edge Advisors first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Legacy Edge Advisors held 2,849 shares of iShares Core S&P US Growth ETF worth $428K as of Q2 2026.
  • Legacy Edge Advisors bought 966 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $174K.
  • iShares Core S&P US Growth ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #136 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 655 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.