Superior Planning, LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Superior Planning, 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 Q3	$11.6K	Buy	+60	New	+$11.4K	﹤0.01%	880

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Superior Planning, LLC's IUSG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 60 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings.

743 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Superior Planning, LLC held 60 shares of iShares Core S&P US Growth ETF worth $11.6K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #880 holding.
743 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.