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Allen Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Allen Capital Group’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 		$542K Sell
2,880
-173
-6% -$31.2K 0.04% 197
2026
Q1 		$474K Sell
3,053
-1,670
-35% -$275K 0.04% 203
2025
Q4 		$793K Sell
4,723
-804
-15% -$134K 0.07% 146
2025
Q3 		$909K Sell
5,527
-157
-3% -$24.7K 0.09% 135
2025
Q2 		$855K Sell
5,684
-65
-1% -$8.81K 0.09% 135
2025
Q1 		$731K Buy
5,749
+214
+4% +$29.6K 0.08% 131
2024
Q4 		$771K Sell
5,535
-123
-2% -$16.9K 0.09% 123
2024
Q3 		$746K Buy
5,658
+133
+2% +$16.9K 0.09% 121
2024
Q2 		$704K Sell
5,525
-443
-7% -$52.8K 0.1% 114
2024
Q1 		$700K Sell
5,968
-105
-2% -$11.7K 0.1% 116
2023
Q4 		$632K Sell
6,073
-434
-7% -$42.8K 0.1% 112
2023
Q3 		$619K Sell
6,507
-68
-1% -$6.67K 0.11% 110
2023
Q2 		$642K Buy
6,575
+381
+6% +$34.9K 0.11% 107
2023
Q1 		$550K Buy
+6,194
New +$527K 0.1% 118
2022
Q4 		– Sell
-6,777
Closed -$543K – 92
2022
Q3 		$543K Buy
6,777
+45
+0.7% +$4.05K 0.12% 102
2022
Q2 		$563K Buy
6,732
+93
+1% +$8.53K 0.11% 102
2022
Q1 		$701K Buy
6,639
+613
+10% +$63.7K 0.13% 95
2021
Q4 		$697K Buy
6,026
+129
+2% +$14.4K 0.11% 92
2021
Q3 		$604K Buy
5,897
+38
+0.6% +$4.01K 0.12% 90
2021
Q2 		$592K Buy
5,859
+889
+18% +$85.7K 0.12% 93
2021
Q1 		$451K Buy
+4,970
New +$448K 0.1% 105

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Allen Capital Group's IUSG Position: Q2 2026 in Review

Allen Capital Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.7% in Q2 2026, selling an estimated $31.2K and leaving 2,880 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #197.

Allen Capital Group first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. The position peaked at $909K in Q3 2025. 321 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Allen Capital Group held 2,880 shares of iShares Core S&P US Growth ETF worth $542K as of Q2 2026.
  • Allen Capital Group sold 173 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Core S&P US Growth ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #197 holding.
  • Allen Capital Group first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Allen Capital Group's iShares Core S&P US Growth ETF position peaked at $909K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.