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

Legacy Financial 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	$895K	Hold	4,756	–	–	0.11%	152
2026 Q1	$738K	Hold	4,756	–	–	0.1%	174
2025 Q4	$799K	Hold	4,756	–	–	0.11%	158
2025 Q3	$783K	Sell	4,756 -31	-0.6%	-$4.87K	0.11%	176
2025 Q2	$720K	Sell	4,787 -13	-0.3%	-$1.76K	0.11%	161
2025 Q1	$610K	Hold	4,800	–	–	0.1%	168
2024 Q4	$669K	Hold	4,800	–	–	0.11%	158
2024 Q3	$633K	Hold	4,800	–	–	0.11%	162
2024 Q2	$612K	Hold	4,800	–	–	0.11%	159
2024 Q1	$563K	Hold	4,800	–	–	0.1%	168
2023 Q4	$500K	Buy	4,800 +44	+0.9%	+$4.33K	0.1%	169
2023 Q3	$451K	Hold	4,756	–	–	0.09%	152
2023 Q2	$464K	Hold	4,756	–	–	0.09%	144
2023 Q1	$422K	Hold	4,756	–	–	0.09%	146
2022 Q4	$388K	Hold	4,756	–	–	0.08%	140
2022 Q3	$381K	Hold	4,756	–	–	0.09%	128
2022 Q2	$398K	Sell	4,756 -453	-9%	-$41.5K	0.1%	113
2022 Q1	$550K	Sell	5,209 -27	-0.5%	-$2.81K	0.12%	93
2021 Q4	$605K	Hold	5,236	–	–	0.14%	73
2021 Q3	$536K	Sell	5,236 -39	-0.7%	-$4.12K	0.13%	70
2021 Q2	$533K	Sell	5,275 -196	-4%	-$18.9K	0.13%	68
2021 Q1	$497K	Hold	5,471	–	–	0.14%	67
2020 Q4	$485K	Hold	5,471	–	–	0.14%	64
2020 Q3	$438K	Buy	+5,471	New	+$429K	0.13%	61
2020 Q1	–	Sell	-5,471	Closed	-$370K	–	90
2019 Q4	$370K	Sell	5,471 -10,985	-67%	-$712K	0.12%	81
2019 Q3	$1.03M	Buy	16,456 +715	+5%	+$45.2K	0.34%	27
2019 Q2	$987K	Hold	15,741	–	–	0.35%	28
2019 Q1	$949K	Hold	15,741	–	–	0.32%	30
2018 Q4	$830K	Buy	15,741 +10,985	+231%	+$623K	0.32%	33
2018 Q3	$295K	Hold	4,756	–	–	0.11%	80
2018 Q2	$283K	Hold	4,756	–	–	0.11%	82
2018 Q1	$260K	Hold	4,756	–	–	0.1%	90
2017 Q4	$255K	Buy	+4,756	New	+$250K	0.1%	90

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Legacy Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,756 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #152.

Legacy Financial Advisors first reported a position in IUSG in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.03M in Q3 2019. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Legacy Financial Advisors held 4,756 shares of iShares Core S&P US Growth ETF worth $895K as of Q2 2026.
Legacy Financial 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 0.11% of Legacy Financial Advisors's portfolio in Q2 2026, its #152 holding.
Legacy Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 33 quarters since.
Legacy Financial Advisors's iShares Core S&P US Growth ETF position peaked at $1.03M in Q3 2019.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.