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

Cahill Financial 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 		$3.11M Sell
16,512
-25
-0.2% -$4.52K 0.3% 58
2026
Q1 		$2.57M Sell
16,537
-424
-2% -$69.8K 0.28% 63
2025
Q4 		$2.85M Buy
16,961
+2
+0% +$334 0.31% 54
2025
Q3 		$2.79M Buy
16,959
+54
+0.3% +$8.48K 0.32% 53
2025
Q2 		$2.54M Buy
16,905
+498
+3% +$67.5K 0.32% 54
2025
Q1 		$2.09M Sell
16,407
-36
-0.2% -$4.98K 0.28% 62
2024
Q4 		$2.29M Buy
16,443
+132
+0.8% +$18.1K 0.31% 60
2024
Q3 		$2.15M Buy
16,311
+1,017
+7% +$129K 0.29% 61
2024
Q2 		$1.95M Buy
15,294
+59
+0.4% +$7.04K 0.27% 74
2024
Q1 		$1.79M Buy
15,235
+368
+2% +$40.9K 0.24% 80
2023
Q4 		$1.55M Sell
14,867
-380
-2% -$37.4K 0.23% 86
2023
Q3 		$1.45M Buy
15,247
+1,264
+9% +$124K 0.24% 87
2023
Q2 		$1.37M Sell
13,983
-59,541
-81% -$5.46M 0.22% 93
2023
Q1 		$6.53M Sell
73,524
-96,197
-57% -$8.19M 1.16% 24
2022
Q4 		$13.8M Buy
169,721
+55,503
+49% +$4.64M 2.66% 9
2022
Q3 		$9.16M Buy
114,218
+38,451
+51% +$3.46M 1.93% 13
2022
Q2 		$6.34M Buy
75,767
+22,696
+43% +$2.08M 1.35% 16
2022
Q1 		$5.61M Buy
53,071
+16,257
+44% +$1.69M 1.05% 22
2021
Q4 		$4.26M Buy
36,814
+20,062
+120% +$2.24M 0.82% 29
2021
Q3 		$1.72M Buy
16,752
+11,408
+213% +$1.21M 0.35% 66
2021
Q2 		$540K Buy
+5,344
New +$515K 0.12% 146

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Cahill Financial Advisors's IUSG Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.15% in Q2 2026, selling an estimated $4.52K and leaving 16,512 shares worth $3.11M. The position accounts for 0.3% of the portfolio, ranked #58.

Cahill Financial Advisors first reported a position in IUSG in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.8M in Q4 2022. 731 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cahill Financial Advisors held 16,512 shares of iShares Core S&P US Growth ETF worth $3.11M as of Q2 2026.
  • Cahill Financial Advisors sold 25 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $4.52K.
  • iShares Core S&P US Growth ETF made up 0.3% of Cahill Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Cahill Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Cahill Financial Advisors's iShares Core S&P US Growth ETF position peaked at $13.8M in Q4 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.