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

Benchmark Financial’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 		$247K Sell
1,277
-188
-13% -$35.6K 0.19% 54
2026
Q2 		$276K Hold
1,465
– – 0.22% 46
2026
Q1 		$227K Hold
1,465
– – 0.2% 47
2025
Q4 		$246K Buy
+1,465
New +$244K 0.25% 44

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Benchmark Financial's IUSG Position: Q3 2026 in Review

Benchmark Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q3 2026, selling an estimated $35.6K and leaving 1,277 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #54.

Benchmark Financial first reported a position in IUSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2026. 584 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Benchmark Financial held 1,277 shares of iShares Core S&P US Growth ETF worth $247K as of Q3 2026.
  • Benchmark Financial sold 188 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $35.6K.
  • iShares Core S&P US Growth ETF made up 0.19% of Benchmark Financial's portfolio in Q3 2026, its #54 holding.
  • Benchmark Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's iShares Core S&P US Growth ETF position peaked at $276K in Q2 2026.
  • 584 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.