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

Centennial 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 Q1	–	Sell	-3,190	Closed	-$536K	–	91
2025 Q4	$536K	Buy	+3,190	New	+$532K	0.7%	44

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centennial Advisors's IUSG Position: Q1 2026 in Review

Centennial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 3,190 shares — an estimated $536K sold.

Centennial Advisors first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $536K in Q4 2025. 863 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Centennial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Centennial Advisors sold 3,190 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $536K.
Centennial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
Centennial Advisors's iShares Core S&P US Growth ETF position peaked at $536K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Centennial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.