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Tanglewood Legacy Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tanglewood Legacy Advisors’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 		$63.2M Sell
335,931
-285
-0.1% -$51.5K 20.39% 1
2026
Q1 		$52.2M Buy
336,216
+11,097
+3% +$1.83M 18.86% 1
2025
Q4 		$54.6M Buy
325,119
+6,037
+2% +$1.01M 20.5% 1
2025
Q3 		$52.5M Buy
319,082
+5,092
+2% +$800K 20.28% 2
2025
Q2 		$47.2M Sell
313,990
-1,013
-0.3% -$137K 19.37% 2
2025
Q1 		$40M Sell
315,003
-16,599
-5% -$2.3M 17.54% 2
2024
Q4 		$46.2M Sell
331,602
-198
-0.1% -$27.2K 19.75% 2
2024
Q3 		$43.8M Sell
331,800
-72
-0% -$9.16K 19.44% 2
2024
Q2 		$42.3M Buy
331,872
+18,162
+6% +$2.17M 19.99% 2
2024
Q1 		$36.8M Buy
313,710
+7,468
+2% +$831K 18.11% 2
2023
Q4 		$31.9M Buy
306,242
+13,785
+5% +$1.36M 17.42% 2
2023
Q3 		$27.7M Buy
292,457
+634
+0.2% +$62.2K 16.63% 2
2023
Q2 		$28.5M Buy
291,823
+3,037
+1% +$279K 16.48% 2
2023
Q1 		$25.6M Buy
288,786
+1,875
+0.7% +$160K 16.35% 2
2022
Q4 		$23.4M Buy
+286,911
New +$24M 16.62% 2

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tanglewood Legacy Advisors's IUSG Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.08% in Q2 2026, selling an estimated $51.5K and leaving 335,931 shares worth $63.2M. The position accounts for 20.39% of the portfolio, ranked #1.

Tanglewood Legacy Advisors first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Tanglewood Legacy Advisors held 335,931 shares of iShares Core S&P US Growth ETF worth $63.2M as of Q2 2026.
  • Tanglewood Legacy Advisors sold 285 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $51.5K.
  • iShares Core S&P US Growth ETF made up 20.39% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #1 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.