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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.86M Buy
52,251
+928
+2% +$140K 7.53% 3
2025
Q1
$6.52M Buy
51,323
+999
+2% +$127K 7.18% 4
2024
Q4
$7.01M Buy
+50,324
New +$7.01M 7.64% 2