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 Q3	–	Sell	-2,777	Closed	-$522K	–	181
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Central Valley Advisors's IUSG Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2026, closing a stake of 2,777 shares — an estimated $522K sold.

Central Valley Advisors first reported a position in IUSG in Q4 2023 and held it in 4 quarters. The position peaked at $522K in Q2 2026. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Central Valley Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 2,777 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $522K.
Central Valley Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's iShares Core S&P US Growth ETF position peaked at $522K in Q2 2026.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.