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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Annex Advisory Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,338 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #210.

Annex Advisory Services first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Annex Advisory Services held 4,338 shares of iShares Core S&P US Growth ETF worth $816K as of Q2 2026.
Annex Advisory Services bought 63 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.4K.
iShares Core S&P US Growth ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #210 holding.
Annex Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.