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

Apella Capital’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 		$616K Buy
+3,309
New +$598K 0.01% 435

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
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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Apella Capital's IUSG Position: Q2 2026 in Review

Apella Capital opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 3,309 shares worth $616K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

157 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Apella Capital held 3,309 shares of iShares Core S&P US Growth ETF worth $616K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Apella Capital position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #435 holding.
  • 157 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.