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

Bedel Financial Consulting’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	$1.01M	Hold	5,379	–	–	0.1%	114
2026 Q1	$834K	Hold	5,379	–	–	0.09%	118
2025 Q4	$903K	Hold	5,379	–	–	0.1%	112
2025 Q3	$885K	Hold	5,379	–	–	0.11%	108
2025 Q2	$809K	Hold	5,379	–	–	0.11%	108
2025 Q1	$709K	Hold	5,379	–	–	0.1%	110
2024 Q4	$774K	Sell	5,379 -18	-0.3%	-$2.47K	0.11%	106
2024 Q3	$712K	Sell	5,397 -43	-0.8%	-$5.47K	0.1%	108
2024 Q2	$693K	Buy	5,440 +43	+0.8%	+$5.13K	0.1%	102
2024 Q1	$633K	Sell	5,397 -83	-2%	-$9.23K	0.1%	116
2023 Q4	$570K	Hold	5,480	–	–	0.1%	119
2023 Q3	$520K	Hold	5,480	–	–	0.11%	118
2023 Q2	$535K	Buy	5,480 +65	+1%	+$5.96K	0.11%	114
2023 Q1	$481K	Hold	5,415	–	–	0.12%	116
2022 Q4	$441K	Hold	5,415	–	–	0.11%	120
2022 Q3	$439K	Sell	5,415 -857	-14%	-$77.2K	0.12%	122
2022 Q2	$525K	Buy	6,272 +857	+16%	+$78.6K	0.15%	91
2022 Q1	$572K	Hold	5,415	–	–	0.18%	77
2021 Q4	$626K	Sell	5,415 -79	-1%	-$8.81K	0.19%	75
2021 Q3	$563K	Buy	5,494 +115	+2%	+$12.1K	0.19%	79
2021 Q2	$543K	Buy	5,379 +31	+0.6%	+$2.99K	0.19%	81
2021 Q1	$486K	Sell	5,348 -12	-0.2%	-$1.08K	0.19%	88
2020 Q4	$475K	Sell	5,360 -36	-0.7%	-$3.03K	0.21%	75
2020 Q3	$432K	Buy	5,396 +96	+2%	+$7.52K	0.22%	68
2020 Q2	$381K	Hold	5,300	–	–	0.21%	74
2020 Q1	$303K	Hold	5,300	–	–	0.2%	79
2019 Q4	$358K	Sell	5,300 -20,801	-80%	-$1.35M	0.2%	89
2019 Q3	$1.64M	Hold	26,101	–	–	0.99%	14
2019 Q2	$1.64M	Hold	26,101	–	–	0.99%	14
2019 Q1	$1.57M	Buy	26,101 +3,573	+16%	+$205K	1%	14
2018 Q4	$1.19M	Sell	22,528 -864	-4%	-$49K	0.85%	16
2018 Q3	$1.39M	Hold	23,392	–	–	0.93%	14
2018 Q2	$1.34M	Buy	23,392 +145	+0.6%	+$8.2K	0.98%	14
2018 Q1	$1.27M	Buy	23,247 +17,947	+339%	+$1.01M	0.97%	15
2017 Q4	$285K	Buy	+5,300	New	+$279K	0.26%	98

Other funds holding IUSG

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Bedel Financial Consulting's IUSG Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 5,379 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #114.

Bedel Financial Consulting first reported a position in IUSG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.64M in Q3 2019. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bedel Financial Consulting held 5,379 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q2 2026.
Bedel Financial Consulting left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #114 holding.
Bedel Financial Consulting first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 35 quarters since.
Bedel Financial Consulting's iShares Core S&P US Growth ETF position peaked at $1.64M in Q3 2019.
434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.