Avantax Planning Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Avantax Planning Partners’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	$331K	Sell	1,761 -50	-3%	-$9.03K	0.01%	348
2026 Q1	$281K	Sell	1,811 -887	-33%	-$146K	0.01%	361
2025 Q4	$453K	Sell	2,698 -35	-1%	-$5.84K	0.01%	289
2025 Q3	$450K	Sell	2,733 -26	-0.9%	-$4.08K	0.01%	289
2025 Q2	$415K	Hold	2,759	–	–	0.01%	293
2025 Q1	$351K	Buy	+2,759	New	+$382K	0.01%	310
2018 Q4	–	Sell	-937	Closed	-$58K	–	740
2018 Q3	$58K	Buy	+937	New	+$56.6K	﹤0.01%	451

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Avantax Planning Partners's IUSG Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.8% in Q2 2026, selling an estimated $9.03K and leaving 1,761 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #348.

Avantax Planning Partners first reported a position in IUSG in Q3 2018 and has held it in 7 quarters since. The position peaked at $453K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Avantax Planning Partners held 1,761 shares of iShares Core S&P US Growth ETF worth $331K as of Q2 2026.
Avantax Planning Partners sold 50 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.03K.
iShares Core S&P US Growth ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #348 holding.
Avantax Planning Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 7 quarters since.
Avantax Planning Partners's iShares Core S&P US Growth ETF position peaked at $453K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.