BOS Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BOS Asset Management’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	$11.6M	Sell	59,795 -1,297	-2%	-$246K	2.71%	7
2026 Q2	$11.5M	Sell	61,092 -15,842	-21%	-$2.86M	2.67%	7
2026 Q1	$11.9M	Buy	76,934 +5,402	+8%	+$889K	3.05%	5
2025 Q4	$12M	Sell	71,532 -330	-0.5%	-$55K	3.22%	5
2025 Q3	$11.8M	Sell	71,862 -906	-1%	-$142K	3.33%	5
2025 Q2	$10.9M	Buy	72,768 +4,417	+6%	+$599K	3.49%	4
2025 Q1	$8.69M	Sell	68,351 -474	-0.7%	-$65.5K	2.98%	5
2024 Q4	$9.59M	Sell	68,825 -1,555	-2%	-$213K	3.43%	4
2024 Q3	$9.28M	Buy	70,380 +5,855	+9%	+$745K	3.42%	5
2024 Q2	$8.23M	Buy	64,525 +10,078	+19%	+$1.2M	3.79%	4
2024 Q1	$6.38M	Buy	+54,447	New	+$6.06M	3.35%	5

Other funds holding IUSG

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

BOS Asset Management's IUSG Position: Q3 2026 in Review

BOS Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.1% in Q3 2026, selling an estimated $246K and leaving 59,795 shares worth $11.6M. The position accounts for 2.71% of the portfolio, ranked #7.

BOS Asset Management first reported a position in IUSG in Q1 2024 and has held it in 11 quarters since. The position peaked at $12M in Q4 2025. 104 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

BOS Asset Management held 59,795 shares of iShares Core S&P US Growth ETF worth $11.6M as of Q3 2026.
BOS Asset Management sold 1,297 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $246K.
iShares Core S&P US Growth ETF made up 2.71% of BOS Asset Management's portfolio in Q3 2026, its #7 holding.
BOS Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 11 quarters since.
BOS Asset Management's iShares Core S&P US Growth ETF position peaked at $12M in Q4 2025.
104 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.