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Arlington Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Arlington Trust’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 		$24.2K Sell
125
-125
-50% -$23.7K ﹤0.01% 397
2026
Q2 		$47K Hold
250
– – ﹤0.01% 279
2026
Q1 		$38.8K Hold
250
– – ﹤0.01% 253
2025
Q4 		$42K Hold
250
– – ﹤0.01% 211
2025
Q3 		$41.1K Sell
250
-296
-54% -$46.5K 0.01% 376
2025
Q2 		$82.1K Hold
546
– – 0.02% 289
2025
Q1 		$69.4K Hold
546
– – 0.01% 316
2024
Q4 		$76.1K Hold
546
– – 0.02% 302
2024
Q3 		$72K Sell
546
-77
-12% -$9.8K 0.02% 296
2024
Q2 		$79.4K Hold
623
– – 0.02% 281
2024
Q1 		$73K Sell
623
-320
-34% -$35.6K 0.02% 251
2023
Q4 		$98.2K Buy
+943
New +$92.9K 0.03% 217

Other funds holding IUSG

Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Arlington Trust's IUSG Position: Q3 2026 in Review

Arlington Trust reduced its iShares Core S&P US Growth ETF (IUSG) stake by 50% in Q3 2026, selling an estimated $23.7K and leaving 125 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Arlington Trust first reported a position in IUSG in Q4 2023 and has held it in 12 quarters since. The position peaked at $98.2K in Q4 2023. 514 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Arlington Trust held 125 shares of iShares Core S&P US Growth ETF worth $24.2K as of Q3 2026.
  • Arlington Trust sold 125 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $23.7K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #397 holding.
  • Arlington Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Arlington Trust's iShares Core S&P US Growth ETF position peaked at $98.2K in Q4 2023.
  • 514 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.