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

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 Solutions LLC's IUSG Position: Q2 2026 in Review

Legacy Solutions LLC reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q2 2026, selling an estimated $7.95K and leaving 44,454 shares worth $8.36M. The position accounts for 6.77% of the portfolio, ranked #3.

Legacy Solutions LLC first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.41M in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Legacy Solutions LLC held 44,454 shares of iShares Core S&P US Growth ETF worth $8.36M as of Q2 2026.
Legacy Solutions LLC sold 44 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $7.95K.
iShares Core S&P US Growth ETF made up 6.77% of Legacy Solutions LLC's portfolio in Q2 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 7 quarters since.
Legacy Solutions LLC's iShares Core S&P US Growth ETF position peaked at $8.41M in Q3 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.