Legacy Solutions LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Legacy Solutions LLC’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.83M	Buy	71,120 +447	+0.6%	+$48.4K	6.34%	5
2026 Q1	$7.23M	Sell	70,673 -4,158	-6%	-$436K	6.7%	3
2025 Q4	$7.67M	Buy	74,831 +1,152	+2%	+$117K	6.74%	4
2025 Q3	$7.36M	Buy	73,679 +271	+0.4%	+$26.4K	6.62%	4
2025 Q2	$6.95M	Buy	73,408 +1,423	+2%	+$128K	6.66%	4
2025 Q1	$6.64M	Buy	71,985 +2,250	+3%	+$211K	7.32%	3
2024 Q4	$6.46M	Buy	+69,735	New	+$6.71M	7.04%	4

Other funds holding IUSV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return