Capital & Planning LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Capital & Planning LLC’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	–	Sell	-76	Closed	-$11.8K	–	93
2026 Q1	$11.8K	Buy	+76	New	+$12.5K	0.01%	95
2025 Q1	–	Sell	-73	Closed	-$10.2K	–	104
2024 Q4	$10.2K	Buy	+73	New	+$10K	0.01%	95

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Capital & Planning LLC's IUSG Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 76 shares — an estimated $11.8K sold.

Capital & Planning LLC first reported a position in IUSG in Q4 2024 and held it in 2 quarters. The position peaked at $11.8K in Q1 2026. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Capital & Planning LLC reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 76 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.8K.
Capital & Planning LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's iShares Core S&P US Growth ETF position peaked at $11.8K in Q1 2026.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.