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Legacy Investment Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.86K Buy
+19
New +$2.58K ﹤0.01% 462
2024
Q4 		$3.44K Sell
24
-50
-68% -$6.86K ﹤0.01% 433
2024
Q3 		$10.3K Buy
+74
New +$9.41K 0.01% 307

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's IUSG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2025: 19 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IUSG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IUSG in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.3K in Q3 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Legacy Investment Solutions held 19 shares of iShares Core S&P US Growth ETF worth $2.86K as of Q2 2025.
  • iShares Core S&P US Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #462 holding.
  • Legacy Investment Solutions first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Core S&P US Growth ETF position peaked at $10.3K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.