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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tanglewood Legacy Advisors's IUSG Position: Q1 2026 in Review

Tanglewood Legacy Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.4% in Q1 2026, buying an estimated $1.83M and bringing the position to 336,216 shares worth $52.2M. The position accounts for 18.86% of the portfolio, ranked #1.

Tanglewood Legacy Advisors first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.6M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Tanglewood Legacy Advisors held 336,216 shares of iShares Core S&P US Growth ETF worth $52.2M as of Q1 2026.
  • Tanglewood Legacy Advisors bought 11,097 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.83M.
  • iShares Core S&P US Growth ETF made up 18.86% of Tanglewood Legacy Advisors's portfolio in Q1 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 14 quarters since.
  • Tanglewood Legacy Advisors's iShares Core S&P US Growth ETF position peaked at $54.6M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.