LSL
IUSG icon

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
Q3 		$8.85M Buy
45,681
+1,227
+3% +$232K 6.76% 3
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

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Legacy Solutions LLC's IUSG Position: Q3 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.8% in Q3 2026, buying an estimated $232K and bringing the position to 45,681 shares worth $8.85M. The position accounts for 6.76% of the portfolio, ranked #3.

Legacy Solutions LLC first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Legacy Solutions LLC held 45,681 shares of iShares Core S&P US Growth ETF worth $8.85M as of Q3 2026.
  • Legacy Solutions LLC bought 1,227 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $232K.
  • iShares Core S&P US Growth ETF made up 6.76% of Legacy Solutions LLC's portfolio in Q3 2026, its #3 holding.
  • Legacy Solutions LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.