Bennett Selby Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bennett Selby Investments’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	$862K	Hold	4,585	–	–	0.28%	49
2026 Q1	$711K	Sell	4,585 -65	-1%	-$10.7K	0.25%	51
2025 Q4	$781K	Hold	4,650	–	–	0.25%	51
2025 Q3	$765K	Sell	4,650 -28	-0.6%	-$4.4K	0.25%	54
2025 Q2	$704K	Hold	4,678	–	–	0.25%	53
2025 Q1	$594K	Sell	4,678 -320	-6%	-$44.3K	0.24%	52
2024 Q4	$696K	Hold	4,998	–	–	0.28%	48
2024 Q3	$659K	Sell	4,998 -2	-0%	-$254	0.28%	46
2024 Q2	$637K	Hold	5,000	–	–	0.29%	45
2024 Q1	$586K	Hold	5,000	–	–	0.27%	44
2023 Q4	$521K	Hold	5,000	–	–	0.27%	44
2023 Q3	$474K	Hold	5,000	–	–	0.28%	43
2023 Q2	$488K	Sell	5,000 -200	-4%	-$18.3K	0.28%	45
2023 Q1	$462K	Sell	5,200 -430	-8%	-$36.6K	0.3%	43
2022 Q4	$459K	Hold	5,630	–	–	0.34%	41
2022 Q3	$451K	Hold	5,630	–	–	0.36%	40
2022 Q2	$471K	Sell	5,630 -10	-0.2%	-$917	0.36%	38
2022 Q1	$596K	Hold	5,640	–	–	0.36%	42
2021 Q4	$652K	Hold	5,640	–	–	0.38%	38
2021 Q3	$578K	Hold	5,640	–	–	0.38%	39
2021 Q2	$570K	Hold	5,640	–	–	0.39%	38
2021 Q1	$512K	Hold	5,640	–	–	0.4%	42
2020 Q4	$500K	Buy	+5,640	New	+$474K	0.43%	40

Other funds holding IUSG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Bennett Selby Investments's IUSG Position: Q2 2026 in Review

Bennett Selby Investments held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,585 shares worth $862K. The position accounts for 0.28% of the portfolio, ranked #49.

Bennett Selby Investments first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 484 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bennett Selby Investments held 4,585 shares of iShares Core S&P US Growth ETF worth $862K as of Q2 2026.
Bennett Selby Investments left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.28% of Bennett Selby Investments's portfolio in Q2 2026, its #49 holding.
Bennett Selby Investments first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
484 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.