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

Beaumont Financial Advisors’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	$692K	Hold	3,678	–	–	0.04%	210
2026 Q1	$571K	Hold	3,678	–	–	0.04%	218
2025 Q4	$618K	Hold	3,678	–	–	0.04%	209
2025 Q3	$605K	Hold	3,678	–	–	0.04%	214
2025 Q2	$553K	Sell	3,678 -1,001	-21%	-$136K	0.04%	210
2025 Q1	$595K	Hold	4,679	–	–	0.05%	202
2024 Q4	$652K	Sell	4,679 -122	-3%	-$16.7K	0.05%	193
2024 Q3	$633K	Hold	4,801	–	–	0.05%	187
2024 Q2	$612K	Hold	4,801	–	–	0.05%	195
2024 Q1	$563K	Hold	4,801	–	–	0.05%	192
2023 Q4	$500K	Hold	4,801	–	–	0.05%	196
2023 Q3	$455K	Hold	4,801	–	–	0.05%	187
2023 Q2	$469K	Hold	4,801	–	–	0.04%	197
2023 Q1	$426K	Hold	4,801	–	–	0.04%	186
2022 Q4	$391K	Hold	4,801	–	–	0.04%	198
2022 Q3	$385K	Hold	4,801	–	–	0.04%	203
2022 Q2	$402K	Hold	4,801	–	–	0.04%	203
2022 Q1	$507K	Hold	4,801	–	–	0.04%	206
2021 Q4	$555K	Sell	4,801 -189	-4%	-$21.1K	0.04%	197
2021 Q3	$511K	Hold	4,990	–	–	0.04%	200
2021 Q2	$504K	Hold	4,990	–	–	0.04%	208
2021 Q1	$453K	Hold	4,990	–	–	0.04%	207
2020 Q4	$443K	Hold	4,990	–	–	0.04%	213
2020 Q3	$399K	Hold	4,990	–	–	0.04%	217
2020 Q2	$359K	Buy	4,990 +2	+0%	+$133	0.04%	211
2020 Q1	$285K	Sell	4,988 -446	-8%	-$29.4K	0.04%	193
2019 Q4	$368K	Sell	5,434 -536	-9%	-$34.7K	0.04%	206
2019 Q3	$375K	Buy	5,970 +546	+10%	+$34.5K	0.04%	191
2019 Q2	$340K	Buy	5,424 +1,004	+23%	+$61.8K	0.04%	183
2019 Q1	$267K	Sell	4,420 -77	-2%	-$4.42K	0.03%	197
2018 Q4	$237K	Buy	+4,497	New	+$255K	0.04%	176

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

Beaumont Financial Advisors's IUSG Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,678 shares worth $692K. The position accounts for 0.04% of the portfolio, ranked #210.

Beaumont Financial Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Beaumont Financial Advisors held 3,678 shares of iShares Core S&P US Growth ETF worth $692K as of Q2 2026.
Beaumont Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #210 holding.
Beaumont Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.