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

Benchmark Financial Wealth 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 		$1.55M Buy
8,221
+8
+0.1% +$1.45K 0.38% 40
2026
Q1 		$1.27M Sell
8,213
-60
-0.7% -$9.88K 0.35% 41
2025
Q4 		$1.39M Sell
8,273
-334
-4% -$55.7K 0.4% 38
2025
Q3 		$1.42M Buy
8,607
+104
+1% +$16.3K 0.43% 36
2025
Q2 		$1.28M Buy
8,503
+7
+0.1% +$949 0.42% 35
2025
Q1 		$1.08M Sell
8,496
-2,140
-20% -$296K 0.41% 36
2024
Q4 		$1.48M Buy
10,636
+17
+0.2% +$2.33K 0.48% 28
2024
Q3 		$1.4M Buy
10,619
+148
+1% +$18.8K 0.47% 28
2024
Q2 		$1.33M Buy
10,471
+11
+0.1% +$1.31K 0.49% 29
2024
Q1 		$1.23M Sell
10,460
-40
-0.4% -$4.45K 0.47% 28
2023
Q4 		$1.09M Buy
10,500
+247
+2% +$24.3K 0.47% 29
2023
Q3 		$972K Buy
10,253
+208
+2% +$20.4K 0.46% 27
2023
Q2 		$981K Buy
10,045
+1,345
+15% +$123K 0.45% 26
2023
Q1 		$772K Sell
8,700
-274
-3% -$23.3K 0.4% 27
2022
Q4 		$732K Sell
8,974
-51,082
-85% -$4.27M 0.4% 29
2022
Q3 		$4.82M Sell
60,056
-6,261
-9% -$564K 2.83% 13
2022
Q2 		$5.55M Sell
66,317
-3,691
-5% -$338K 2.84% 11
2022
Q1 		$7.4M Buy
70,008
+105
+0.2% +$10.9K 3.14% 10
2021
Q4 		$8.08M Sell
69,903
-1,173
-2% -$131K 3.38% 10
2021
Q3 		$7.28M Sell
71,076
-2,924
-4% -$309K 3.46% 10
2021
Q2 		$7.47M Buy
74,000
+910
+1% +$87.7K 3.57% 10
2021
Q1 		$6.64M Sell
73,090
-2,110
-3% -$190K 3.62% 9
2020
Q4 		$6.67M Buy
75,200
+7,318
+11% +$616K 3.67% 8
2020
Q3 		$5.43M Buy
67,882
+14,653
+28% +$1.15M 3.5% 8
2020
Q2 		$3.83M Buy
53,229
+45,627
+600% +$3.03M 2.81% 11
2020
Q1 		$434K Buy
7,602
+2,099
+38% +$138K 0.44% 24
2019
Q4 		$372K Buy
5,503
+262
+5% +$17K 0.31% 25
2019
Q3 		$329K Buy
+5,241
New +$331K 0.32% 25

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Benchmark Financial Wealth Advisors's IUSG Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q2 2026, buying an estimated $1.45K and bringing the position to 8,221 shares worth $1.55M. The position accounts for 0.38% of the portfolio, ranked #40.

Benchmark Financial Wealth Advisors first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.08M in Q4 2021. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 8,221 shares of iShares Core S&P US Growth ETF worth $1.55M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 8 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.45K.
  • iShares Core S&P US Growth ETF made up 0.38% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Benchmark Financial Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $8.08M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.