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Apollon Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Apollon Financial’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 		$1.44M Sell
7,642
-143
-2% -$25.8K 0.17% 117
2026
Q1 		$1.21M Buy
7,785
+2,678
+52% +$441K 0.17% 114
2025
Q4 		$858K Buy
5,107
+948
+23% +$158K 0.12% 128
2025
Q3 		$684K Buy
4,159
+549
+15% +$86.2K 0.11% 136
2025
Q2 		$543K Buy
3,610
+1,036
+40% +$140K 0.11% 126
2025
Q1 		$327K Buy
+2,574
New +$356K 0.08% 163

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Apollon Financial's IUSG Position: Q2 2026 in Review

Apollon Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, selling an estimated $25.8K and leaving 7,642 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #117.

Apollon Financial first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Apollon Financial held 7,642 shares of iShares Core S&P US Growth ETF worth $1.44M as of Q2 2026.
  • Apollon Financial sold 143 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Core S&P US Growth ETF made up 0.17% of Apollon Financial's portfolio in Q2 2026, its #117 holding.
  • Apollon Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.