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

Centerpoint 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 Q2	$288K	Hold	1,533	–	–	0.08%	76
2026 Q1	$238K	Hold	1,533	–	–	0.08%	76
2025 Q4	$257K	Hold	1,533	–	–	0.08%	81
2025 Q3	$252K	Hold	1,533	–	–	0.08%	81
2025 Q2	$231K	Hold	1,533	–	–	0.08%	79
2025 Q1	$195K	Hold	1,533	–	–	0.07%	86
2024 Q4	$214K	Hold	1,533	–	–	0.07%	86
2024 Q3	$202K	Hold	1,533	–	–	0.07%	87
2024 Q2	$195K	Hold	1,533	–	–	0.07%	88
2024 Q1	$180K	Buy	1,533 +9	+0.6%	+$1K	0.07%	91
2023 Q4	$159K	Hold	1,524	–	–	0.06%	93
2023 Q3	$145K	Hold	1,524	–	–	0.06%	103
2023 Q2	$149K	Buy	1,524 +29	+2%	+$2.66K	0.06%	109
2023 Q1	$133K	Buy	1,495 +65	+5%	+$5.54K	0.06%	110
2022 Q4	$117K	Buy	1,430 +44	+3%	+$3.68K	0.05%	110
2022 Q3	$111K	Buy	1,386 +52	+4%	+$4.68K	0.06%	104
2022 Q2	$112K	Buy	1,334 +289	+28%	+$26.5K	0.06%	106
2022 Q1	$110K	Buy	1,045 +673	+181%	+$69.9K	0.05%	109
2021 Q4	$43K	Buy	372 +277	+292%	+$30.9K	0.02%	140
2021 Q3	$10K	Buy	+95	New	+$10K	﹤0.01%	198

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 $104B AUM 28.3% 1-Year Est. Return

Centerpoint Advisors's IUSG Position: Q2 2026 in Review

Centerpoint Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,533 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #76.

Centerpoint Advisors first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Centerpoint Advisors held 1,533 shares of iShares Core S&P US Growth ETF worth $288K as of Q2 2026.
Centerpoint Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.08% of Centerpoint Advisors's portfolio in Q2 2026, its #76 holding.
Centerpoint Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 20 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.