Advisory Services Network’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Advisory Services Network’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	$7.6M	Buy	40,404 +842	+2%	+$152K	0.09%	240
2026 Q1	$6.14M	Buy	39,562 +27,379	+225%	+$4.51M	0.08%	256
2025 Q4	$2.05M	Sell	12,183 -2	-0%	-$334	0.03%	601
2025 Q3	$2M	Buy	12,185 +65	+0.5%	+$10.2K	0.03%	584
2025 Q2	$1.89M	Buy	12,120 +439	+4%	+$59.5K	0.03%	584
2025 Q1	$1.48M	Sell	11,681 -140	-1%	-$19.4K	0.03%	606
2024 Q4	$1.65M	Buy	11,821 +7,050	+148%	+$968K	0.03%	555
2024 Q3	$608K	Hold	4,771	–	–	0.01%	904
2024 Q2	$608K	Sell	4,771 -486	-9%	-$58K	0.01%	904
2024 Q1	$616K	Sell	5,257 -73	-1%	-$8.12K	0.01%	877
2023 Q4	$555K	Sell	5,330 -68	-1%	-$6.7K	0.01%	859
2023 Q3	$512K	Sell	5,398 -2,591	-32%	-$254K	0.01%	903
2023 Q2	$780K	Buy	7,989 +2,365	+42%	+$217K	0.02%	720
2023 Q1	$499K	Sell	5,624 -4	-0.1%	-$341	0.01%	907
2022 Q4	$459K	Buy	5,628 +131	+2%	+$10.9K	0.01%	899
2022 Q3	$441K	Buy	5,497 +115	+2%	+$10.4K	0.02%	867
2022 Q2	$450K	Buy	5,382 +511	+10%	+$46.9K	0.02%	880
2022 Q1	$515K	Buy	4,871 +254	+6%	+$26.4K	0.02%	894
2021 Q4	$534K	Buy	4,617 +604	+15%	+$67.3K	0.02%	864
2021 Q3	$411K	Buy	4,013 +35	+0.9%	+$3.7K	0.01%	953
2021 Q2	$402K	Sell	3,978 -1,140	-22%	-$110K	0.01%	963
2021 Q1	$465K	Sell	5,118 -8	-0.2%	-$721	0.02%	868
2020 Q4	$455K	Sell	5,126 -20	-0.4%	-$1.68K	0.02%	773
2020 Q3	$412K	Buy	5,146 +467	+10%	+$36.6K	0.02%	697
2020 Q2	$336K	Sell	4,679 -343	-7%	-$22.8K	0.02%	747
2020 Q1	$287K	Sell	5,022 -5,780	-54%	-$380K	0.02%	690
2019 Q4	$731K	Buy	10,802 +129	+1%	+$8.36K	0.04%	511
2019 Q3	$669K	Hold	10,673	–	–	0.04%	487
2019 Q2	$669K	Buy	10,673 +993	+10%	+$61.1K	0.04%	486
2019 Q1	$584K	Buy	9,680 +5,258	+119%	+$302K	0.04%	489
2018 Q4	$233K	Sell	4,422 -23,410	-84%	-$1.33M	0.02%	660
2018 Q3	$1.73M	Buy	27,832 +224	+0.8%	+$13.5K	0.13%	219
2018 Q2	$1.66M	Buy	27,608 +765	+3%	+$43.2K	0.13%	217
2018 Q1	$1.47M	Sell	26,843 -2,788	-9%	-$156K	0.12%	231
2017 Q4	$1.59M	Buy	29,631 +2,648	+10%	+$139K	0.14%	193
2017 Q3	$1.36M	Buy	26,983 +21	+0.1%	+$1.04K	0.16%	168
2017 Q2	$1.3M	Buy	26,962 +25,847	+2,318%	+$1.23M	0.17%	156
2017 Q1	$52K	Buy	+1,115	New	+$50.5K	0.01%	989
2016 Q3	$39K	Buy	928 +2	+0.2%	+$85	0.01%	940
2016 Q2	$38K	Buy	926 +502	+118%	+$20.4K	0.01%	871
2016 Q1	$17K	Hold	424	–	–	﹤0.01%	940
2015 Q4	$17K	Hold	424	–	–	0.01%	828
2015 Q3	$16K	Sell	424 -6	-1%	-$242	﹤0.01%	795
2015 Q2	$18K	Hold	430	–	–	0.01%	759
2015 Q1	$18K	Buy	430 +182	+73%	+$7.27K	0.01%	716
2014 Q4	$10K	Buy	+248	New	+$9.47K	﹤0.01%	743

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

Advisory Services Network's IUSG Position: Q2 2026 in Review

Advisory Services Network increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.1% in Q2 2026, buying an estimated $152K and bringing the position to 40,404 shares worth $7.6M. The position accounts for 0.09% of the portfolio, ranked #240.

Advisory Services Network first reported a position in IUSG in Q4 2014 and has held it in 46 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Advisory Services Network held 40,404 shares of iShares Core S&P US Growth ETF worth $7.6M as of Q2 2026.
Advisory Services Network bought 842 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P US Growth ETF made up 0.09% of Advisory Services Network's portfolio in Q2 2026, its #240 holding.
Advisory Services Network first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and has held it in 46 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.