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

Legacy Solutions LLC’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	$8.36M	Sell	44,454 -44	-0.1%	-$7.95K	6.77%	3
2026 Q1	$6.9M	Sell	44,498 -3,026	-6%	-$498K	6.4%	4
2025 Q4	$7.98M	Sell	47,524 -3,572	-7%	-$596K	7.01%	3
2025 Q3	$8.41M	Sell	51,096 -1,155	-2%	-$181K	7.56%	3
2025 Q2	$7.86M	Buy	52,251 +928	+2%	+$126K	7.53%	3
2025 Q1	$6.52M	Buy	51,323 +999	+2%	+$138K	7.18%	4
2024 Q4	$7.01M	Buy	+50,324	New	+$6.91M	7.64%	2

Other funds holding IUSG

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return