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

Annex Advisory Services’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	$872K	Buy	4,502 +164	+4%	+$31.1K	0.01%	220
2026 Q2	$816K	Buy	4,338 +63	+1%	+$11.4K	0.01%	210
2026 Q1	$663K	Hold	4,275	–	–	0.01%	217
2025 Q4	$718K	Hold	4,275	–	–	0.01%	206
2025 Q3	$703K	Hold	4,275	–	–	0.02%	187
2025 Q2	$643K	Hold	4,275	–	–	0.02%	195
2025 Q1	$543K	Sell	4,275 -475	-10%	-$65.7K	0.02%	204
2024 Q4	$662K	Buy	+4,750	New	+$652K	0.02%	190

Other funds holding IUSG

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Annex Advisory Services's IUSG Position: Q3 2026 in Review

Annex Advisory Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.8% in Q3 2026, buying an estimated $31.1K and bringing the position to 4,502 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #220.

Annex Advisory Services first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Annex Advisory Services held 4,502 shares of iShares Core S&P US Growth ETF worth $872K as of Q3 2026.
Annex Advisory Services bought 164 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $31.1K.
iShares Core S&P US Growth ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #220 holding.
Annex Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
306 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.