CFS
IUSG icon

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

Cannon Financial Strategists’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 		$423K Buy
2,250
+30
+1% +$5.42K 0.05% 86
2026
Q1 		$344K Buy
2,220
+2
+0.1% +$329 0.05% 79
2025
Q4 		$372K Sell
2,218
-352
-14% -$58.7K 0.05% 73
2025
Q3 		$423K Buy
2,570
+3
+0.1% +$471 0.06% 67
2025
Q2 		$386K Buy
+2,567
New +$348K 0.06% 67

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cannon Financial Strategists's IUSG Position: Q2 2026 in Review

Cannon Financial Strategists increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.4% in Q2 2026, buying an estimated $5.42K and bringing the position to 2,250 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #86.

Cannon Financial Strategists first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cannon Financial Strategists held 2,250 shares of iShares Core S&P US Growth ETF worth $423K as of Q2 2026.
  • Cannon Financial Strategists bought 30 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.42K.
  • iShares Core S&P US Growth ETF made up 0.05% of Cannon Financial Strategists's portfolio in Q2 2026, its #86 holding.
  • Cannon Financial Strategists first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.