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AFT Forsyth & Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

AFT Forsyth & Company’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 		$374K Sell
2,409
-89
-4% -$14.7K 0.18% 90
2025
Q4 		$420K Buy
2,498
+3
+0.1% +$500 0.18% 87
2025
Q3 		$411K Buy
2,495
+3
+0.1% +$471 0.2% 79
2025
Q2 		$375K Sell
2,492
-315
-11% -$42.7K 0.19% 82
2025
Q1 		$357K Sell
2,807
-67
-2% -$9.27K 0.19% 95
2024
Q4 		$401K Sell
2,874
-26
-0.9% -$3.57K 0.2% 91
2024
Q3 		$383K Buy
2,900
+4
+0.1% +$509 0.19% 99
2024
Q2 		$369K Buy
2,896
+3
+0.1% +$358 0.18% 103
2024
Q1 		$339K Buy
2,893
+3
+0.1% +$334 0.19% 105
2023
Q4 		$301K Buy
2,890
+16
+0.6% +$1.58K 0.19% 109
2023
Q3 		$273K Hold
2,874
– – 0.2% 105
2023
Q2 		$281K Buy
2,874
+5
+0.2% +$459 0.2% 109
2023
Q1 		$255K Buy
2,869
+7
+0.2% +$596 0.2% 116
2022
Q4 		$233K Buy
2,862
+13
+0.5% +$1.09K 0.2% 124
2022
Q3 		$228K Hold
2,849
– – 0.2% 121
2022
Q2 		$238K Buy
2,849
+5
+0.2% +$458 0.19% 125
2022
Q1 		$301K Buy
2,844
+4
+0.1% +$416 0.19% 120
2021
Q4 		$328K Hold
2,840
– – 0.17% 123
2021
Q3 		$291K Hold
2,840
– – 0.16% 131
2021
Q2 		$287K Hold
2,840
– – 0.15% 134
2021
Q1 		$258K Hold
2,840
– – 0.15% 136
2020
Q4 		$252K Buy
2,840
+20
+0.7% +$1.68K 0.16% 133
2020
Q3 		$226K Hold
2,820
– – 0.17% 122
2020
Q2 		$203K Buy
+2,820
New +$187K 0.17% 120
2013
Q3 		$77K Hold
2,400
– – 0.1% 146
2013
Q2 		$71K Buy
+2,400
New +$71.8K 0.1% 143

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 $9.54B AUM 19.86% 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

AFT Forsyth & Company's IUSG Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.6% in Q1 2026, selling an estimated $14.7K and leaving 2,409 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #90.

AFT Forsyth & Company first reported a position in IUSG in Q2 2013 and has held it in 26 quarters since. The position peaked at $420K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • AFT Forsyth & Company held 2,409 shares of iShares Core S&P US Growth ETF worth $374K as of Q1 2026.
  • AFT Forsyth & Company sold 89 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Core S&P US Growth ETF made up 0.18% of AFT Forsyth & Company's portfolio in Q1 2026, its #90 holding.
  • AFT Forsyth & Company first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 26 quarters since.
  • AFT Forsyth & Company's iShares Core S&P US Growth ETF position peaked at $420K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.