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

Chapman Financial Group’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 		$13.3K Hold
86
– – 0.01% 216
2025
Q4 		$14.4K Hold
86
– – 0.01% 210
2025
Q3 		$14.2K Hold
86
– – 0.01% 209
2025
Q2 		$12.9K Buy
+86
New +$11.7K 0.01% 176
2024
Q4 		$12K Buy
+86
New +$11.8K 0.01% 181

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chapman Financial Group's IUSG Position: Q1 2026 in Review

Chapman Financial Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 86 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #216.

Chapman Financial Group first reported a position in IUSG in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.4K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Chapman Financial Group held 86 shares of iShares Core S&P US Growth ETF worth $13.3K as of Q1 2026.
  • Chapman Financial Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #216 holding.
  • Chapman Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's iShares Core S&P US Growth ETF position peaked at $14.4K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.