Legacy Financial Group (Iowa)
IUSG icon

Legacy Financial Group (Iowa)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Legacy Financial Group (Iowa)’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
Q1 		$52.8M Buy
340,350
+1,799
+0.5% +$296K 6.64% 3
2025
Q4 		$55.6M Sell
338,551
-19,901
-6% -$3.32M 6.87% 3
2025
Q3 		$59M Sell
358,452
-2,279
-0.6% -$358K 7.72% 2
2025
Q2 		$54.3M Sell
360,731
-100,549
-22% -$13.6M 7.57% 2
2025
Q1 		$58.6M Sell
461,280
-7,866
-2% -$1.09M 9.02% 1
2024
Q4 		$65.4M Sell
469,146
-23,847
-5% -$3.27M 10.58% 1
2024
Q3 		$65M Buy
492,993
+768
+0.2% +$97.7K 12.51% 1
2024
Q2 		$62.7M Buy
492,225
+37,090
+8% +$4.42M 12.34% 1
2024
Q1 		$53.3M Buy
455,135
+427,369
+1,539% +$47.5M 10.8% 1
2023
Q4 		$2.89M Sell
27,766
-457,793
-94% -$45.1M 13.11% 2
2023
Q3 		$46M Buy
485,559
+2,799
+0.6% +$275K 10.83% 2
2023
Q2 		$47.1M Buy
482,760
+57,792
+14% +$5.3M 12.15% 2
2023
Q1 		$37.7M Sell
424,968
-24,753
-6% -$2.11M 10.33% 2
2022
Q4 		$36.7M Buy
449,721
+15,579
+4% +$1.3M 10.98% 2
2022
Q3 		$34.8M Buy
434,142
+25,911
+6% +$2.33M 11.62% 2
2022
Q2 		$34.2M Sell
408,231
-5,546
-1% -$508K 10.78% 2
2022
Q1 		$43.7M Buy
413,777
+78,212
+23% +$8.13M 12.82% 2
2021
Q4 		$37.5M Sell
335,565
-131,736
-28% -$14.7M 16.14% 1
2021
Q3 		$47.9M Buy
467,301
+14,012
+3% +$1.48M 14.32% 1
2021
Q2 		$45.8M Buy
453,289
+30,487
+7% +$2.94M 13.83% 1
2021
Q1 		$38.4M Buy
422,802
+5,967
+1% +$538K 13.34% 1
2020
Q4 		$37M Buy
+416,835
New +$35.1M 14.22% 1

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IUSG Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.53% in Q1 2026, buying an estimated $296K and bringing the position to 340,350 shares worth $52.8M. The position accounts for 6.64% of the portfolio, ranked #3.

Legacy Financial Group (Iowa) first reported a position in IUSG in Q4 2020 and has held it in 22 quarters since. The position peaked at $65.4M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Legacy Financial Group (Iowa) held 340,350 shares of iShares Core S&P US Growth ETF worth $52.8M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 1,799 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $296K.
  • iShares Core S&P US Growth ETF made up 6.64% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #3 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core S&P US Growth ETF position peaked at $65.4M in Q4 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.