Legacy Wealth Management (Idaho)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-43	Closed	-$6.67K	–	567
2026 Q1	$6.67K	Buy	43 +18	+72%	+$2.96K	﹤0.01%	564
2025 Q4	$4.2K	Buy	25 +6	+32%	+$1K	﹤0.01%	558
2025 Q3	$3.13K	Hold	19	–	–	﹤0.01%	489
2025 Q2	$2.86K	Sell	19 -5	-21%	-$678	﹤0.01%	462
2025 Q1	$3.05K	Hold	24	–	–	﹤0.01%	479
2024 Q4	$3.44K	Sell	24 -50	-68%	-$6.86K	﹤0.01%	433
2024 Q3	$10.3K	Buy	+74	New	+$9.41K	0.01%	307

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 22.9% 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 Wealth Management (Idaho)'s IUSG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 43 shares — an estimated $6.67K sold.

Legacy Wealth Management (Idaho) first reported a position in IUSG in Q3 2024 and held it in 7 quarters. The position peaked at $10.3K in Q3 2024. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 43 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $6.67K.
Legacy Wealth Management (Idaho) first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares Core S&P US Growth ETF position peaked at $10.3K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.