Legacy Private Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Legacy Private Trust’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	$884K	Hold	4,700	–	–	0.05%	170
2026 Q1	$729K	Sell	4,700 -14,600	-76%	-$2.4M	0.04%	179
2025 Q4	$3.24M	Hold	19,300	–	–	0.19%	94
2025 Q3	$3.18M	Hold	19,300	–	–	0.19%	92
2025 Q2	$2.9M	Hold	19,300	–	–	0.19%	93
2025 Q1	$2.45M	Hold	19,300	–	–	0.17%	97
2024 Q4	$2.69M	Hold	19,300	–	–	0.18%	101
2024 Q3	$2.55M	Hold	19,300	–	–	0.17%	102
2024 Q2	$2.46M	Hold	19,300	–	–	0.17%	100
2024 Q1	$2.26M	Hold	19,300	–	–	0.17%	108
2023 Q4	$2.01M	Hold	19,300	–	–	0.16%	109
2023 Q3	$1.83M	Hold	19,300	–	–	0.16%	109
2023 Q2	$1.88M	Hold	19,300	–	–	0.16%	108
2023 Q1	$1.71M	Hold	19,300	–	–	0.15%	116
2022 Q4	$1.57M	Hold	19,300	–	–	0.14%	119
2022 Q3	$1.55M	Hold	19,300	–	–	0.15%	108
2022 Q2	$1.61M	Hold	19,300	–	–	0.14%	108
2022 Q1	$2.04M	Hold	19,300	–	–	0.16%	110
2021 Q4	$2.23M	Hold	19,300	–	–	0.17%	109
2021 Q3	$1.98M	Hold	19,300	–	–	0.16%	104
2021 Q2	$1.95M	Sell	19,300 -300	-2%	-$28.9K	0.16%	108
2021 Q1	$1.78M	Hold	19,600	–	–	0.16%	110
2020 Q4	$1.74M	Hold	19,600	–	–	0.16%	105
2020 Q3	$1.57M	Hold	19,600	–	–	0.16%	104
2020 Q2	$1.41M	Hold	19,600	–	–	0.16%	109
2020 Q1	$1.12M	Hold	19,600	–	–	0.15%	112
2019 Q4	$1.33M	Hold	19,600	–	–	0.14%	124
2019 Q3	$1.23M	Hold	19,600	–	–	0.14%	123
2019 Q2	$1.23M	Hold	19,600	–	–	0.14%	123
2019 Q1	$1.18M	Hold	19,600	–	–	0.14%	128
2018 Q4	$1.03M	Hold	19,600	–	–	0.13%	126
2018 Q3	$1.22M	Hold	19,600	–	–	0.14%	121
2018 Q2	$1.12M	Hold	19,600	–	–	0.13%	128
2018 Q1	$1.07M	Hold	19,600	–	–	0.13%	130
2017 Q4	$1.05M	Hold	19,600	–	–	0.12%	130
2017 Q3	$989K	Hold	19,600	–	–	0.12%	128
2017 Q2	$945K	Hold	19,600	–	–	0.12%	140
2017 Q1	$909K	Sell	19,600 -1,214	-6%	-$54.9K	0.12%	144
2016 Q4	$893K	Hold	20,814	–	–	0.12%	147
2016 Q3	$886K	Sell	20,814 -28,136	-57%	-$1.19M	0.12%	141
2016 Q2	$2M	Sell	48,950 -192,436	-80%	-$7.81M	0.29%	95
2016 Q1	$9.79M	Buy	241,386 +52,810	+28%	+$2.03M	1.48%	12
2015 Q4	$7.66M	Sell	188,576 -18,530	-9%	-$754K	1.16%	16
2015 Q3	$7.87M	Buy	207,106 +56,198	+37%	+$2.26M	1.24%	13
2015 Q2	$6.14M	Buy	+150,908	New	+$6.22M	0.92%	28

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 Private Trust's IUSG Position: Q2 2026 in Review

Legacy Private Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,700 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #170.

Legacy Private Trust first reported a position in IUSG in Q2 2015 and has held it in 45 quarters since. The position peaked at $9.79M in Q1 2016. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Legacy Private Trust held 4,700 shares of iShares Core S&P US Growth ETF worth $884K as of Q2 2026.
Legacy Private Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.05% of Legacy Private Trust's portfolio in Q2 2026, its #170 holding.
Legacy Private Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2015 and has held it in 45 quarters since.
Legacy Private Trust's iShares Core S&P US Growth ETF position peaked at $9.79M in Q1 2016.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.