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

Centaurus Financial’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	$257K	Hold	1,367	–	–	0.01%	804
2026 Q1	$212K	Sell	1,367 -12	-0.9%	-$1.98K	0.01%	798
2025 Q4	$232K	Buy	1,379 +48	+4%	+$8.01K	0.01%	755
2025 Q3	$219K	Hold	1,331	–	–	0.01%	766
2025 Q2	$200K	Hold	1,331	–	–	0.01%	722
2025 Q1	$169K	Buy	1,331 +113	+9%	+$15.6K	0.01%	729
2024 Q4	$170K	Hold	1,218	–	–	0.01%	703
2024 Q3	$161K	Hold	1,218	–	–	0.01%	696
2024 Q2	$155K	Buy	1,218 +138	+13%	+$16.5K	0.01%	668
2024 Q1	$127K	Hold	1,080	–	–	0.01%	711
2023 Q4	$112K	Sell	1,080 -84	-7%	-$8.28K	0.01%	725
2023 Q3	$110K	Buy	+1,164	New	+$114K	0.01%	702
2018 Q3	–	Sell	-1,924	Closed	-$110K	–	1289
2018 Q2	$110K	Buy	+1,924	New	+$109K	0.02%	681

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 22.96% 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 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 $103B AUM 28.65% 1-Year Est. Return

Centaurus Financial's IUSG Position: Q2 2026 in Review

Centaurus Financial held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,367 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #804.

Centaurus Financial first reported a position in IUSG in Q2 2018 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Centaurus Financial held 1,367 shares of iShares Core S&P US Growth ETF worth $257K as of Q2 2026.
Centaurus Financial left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #804 holding.
Centaurus Financial first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 13 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.