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Cardinal Strategic Wealth Guidance’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$54.5M Sell
289,900
-49,319
-15% -$8.91M 12.36% 2
2026
Q1 		$52.6M Buy
339,219
+4,691
+1% +$772K 13.88% 2
2025
Q4 		$56.2M Buy
334,528
+1,841
+0.6% +$307K 14.68% 2
2025
Q3 		$54.7M Sell
332,687
-1,678
-0.5% -$264K 14.72% 2
2025
Q2 		$50.3M Sell
334,365
-22,552
-6% -$3.06M 14.51% 2
2025
Q1 		$45.4M Buy
356,917
+12,780
+4% +$1.77M 14.49% 2
2024
Q4 		$48M Sell
344,137
-5,599
-2% -$768K 15.28% 2
2024
Q3 		$46.1M Buy
349,736
+30,236
+9% +$3.85M 15.1% 2
2024
Q2 		$40.7M Buy
319,500
+48,311
+18% +$5.76M 14.68% 2
2024
Q1 		$31.8M Buy
271,189
+15,481
+6% +$1.72M 11.95% 3
2023
Q4 		$26.6M Buy
255,708
+26,391
+12% +$2.6M 10.58% 2
2023
Q3 		$21.7M Buy
229,317
+15,248
+7% +$1.5M 10.08% 2
2023
Q2 		$20.9M Buy
214,069
+8,035
+4% +$737K 9.28% 4
2023
Q1 		$18.3M Buy
206,034
+65,162
+46% +$5.55M 8.48% 4
2022
Q4 		$11.5M Buy
140,872
+23,064
+20% +$1.93M 5.52% 5
2022
Q3 		$9.45M Buy
117,808
+30,792
+35% +$2.77M 5.02% 6
2022
Q2 		$7.28M Buy
87,016
+4,731
+6% +$434K 3.71% 8
2022
Q1 		$8.7M Buy
82,285
+33,168
+68% +$3.45M 3.99% 7
2021
Q4 		$5.68M Buy
49,117
+803
+2% +$89.5K 2.65% 11
2021
Q3 		$4.95M Buy
48,314
+717
+2% +$75.7K 2.59% 11
2021
Q2 		$4.81M Sell
47,597
-762
-2% -$73.4K 2.53% 12
2021
Q1 		$4.39M Sell
48,359
-45,305
-48% -$4.08M 2.57% 12
2020
Q4 		$8.31M Buy
93,664
+1,485
+2% +$125K 4.93% 7
2020
Q3 		$7.37M Sell
92,179
-3,706
-4% -$290K 5.21% 7
2020
Q2 		$6.89M Buy
95,885
+9,763
+11% +$649K 5.13% 7
2020
Q1 		$4.92M Buy
86,122
+34,975
+68% +$2.3M 4.51% 7
2019
Q4 		$3.46M Buy
+51,147
New +$3.31M 2.98% 6

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IUSG Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q2 2026, selling an estimated $8.91M and leaving 289,900 shares worth $54.5M. The position accounts for 12.36% of the portfolio, ranked #2.

Cardinal Strategic Wealth Guidance first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. The position peaked at $56.2M in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 289,900 shares of iShares Core S&P US Growth ETF worth $54.5M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 49,319 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.91M.
  • iShares Core S&P US Growth ETF made up 12.36% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #2 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares Core S&P US Growth ETF position peaked at $56.2M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.