COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$48.9K	Buy	+260	New	+$47K	0.01%	697

Other funds holding IUSG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IUSG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 260 shares worth $48.9K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings.

799 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 260 shares of iShares Core S&P US Growth ETF worth $48.9K as of Q2 2026.
iShares Core S&P US Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #697 holding.
799 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.