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

Central Valley 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 		$522K Sell
2,777
-4
-0.1% -$723 0.13% 119
2026
Q1 		$431K Buy
+2,781
New +$458K 0.12% 122
2024
Q2 		– Sell
-3,037
Closed -$356K – 162
2024
Q1 		$356K Buy
3,037
+4
+0.1% +$445 0.18% 102
2023
Q4 		$316K Buy
+3,033
New +$299K 0.19% 108

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Central Valley Advisors's IUSG Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.14% in Q2 2026, selling an estimated $723 and leaving 2,777 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #119.

Central Valley Advisors first reported a position in IUSG in Q4 2023 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Central Valley Advisors held 2,777 shares of iShares Core S&P US Growth ETF worth $522K as of Q2 2026.
  • Central Valley Advisors sold 4 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Core S&P US Growth ETF made up 0.13% of Central Valley Advisors's portfolio in Q2 2026, its #119 holding.
  • Central Valley Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.