Action Point Financial Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Action Point Financial Planning’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	$327K	Buy	+1,747	New	+$316K	0.03%	340

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 22.96% 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 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 $103B AUM 28.65% 1-Year Est. Return

Action Point Financial Planning's IUSG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,747 shares worth $327K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

926 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Action Point Financial Planning held 1,747 shares of iShares Core S&P US Growth ETF worth $327K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #340 holding.
926 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.