Collective Family Office’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Collective Family Office’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	$658K	Sell	3,496 -550	-14%	-$99.3K	0.13%	104
2026 Q1	$628K	Sell	4,046 -135	-3%	-$22.2K	0.14%	96
2025 Q4	$702K	Sell	4,181 -200	-5%	-$33.4K	0.16%	93
2025 Q3	$721K	Sell	4,381 -218	-5%	-$34.2K	0.17%	93
2025 Q2	$692K	Buy	4,599 +488	+12%	+$66.2K	0.18%	92
2025 Q1	$522K	Sell	4,111 -893	-18%	-$123K	0.14%	103
2024 Q4	$697K	Buy	5,004 +149	+3%	+$20.4K	0.19%	95
2024 Q3	$640K	Sell	4,855 -300	-6%	-$38.2K	0.17%	97
2024 Q2	$657K	Sell	5,155 -245	-5%	-$29.2K	0.19%	97
2024 Q1	$633K	Sell	5,400 -2,770	-34%	-$308K	0.21%	97
2023 Q4	$850K	Sell	8,170 -1,535	-16%	-$151K	0.3%	70
2023 Q3	$920K	Sell	9,705 -800	-8%	-$78.5K	0.36%	63
2023 Q2	$1.03M	Sell	10,505 -300	-3%	-$27.5K	0.4%	60
2023 Q1	$959K	Sell	10,805 -4,925	-31%	-$419K	0.4%	58
2022 Q4	$1.28M	Buy	15,730 +13,030	+483%	+$1.09M	0.58%	49
2022 Q3	$216K	Buy	+2,700	New	+$243K	0.11%	158

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

Collective Family Office's IUSG Position: Q2 2026 in Review

Collective Family Office reduced its iShares Core S&P US Growth ETF (IUSG) stake by 14% in Q2 2026, selling an estimated $99.3K and leaving 3,496 shares worth $658K. The position accounts for 0.13% of the portfolio, ranked #104.

Collective Family Office first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2022. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Collective Family Office held 3,496 shares of iShares Core S&P US Growth ETF worth $658K as of Q2 2026.
Collective Family Office sold 550 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $99.3K.
iShares Core S&P US Growth ETF made up 0.13% of Collective Family Office's portfolio in Q2 2026, its #104 holding.
Collective Family Office first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 16 quarters since.
Collective Family Office's iShares Core S&P US Growth ETF position peaked at $1.28M in Q4 2022.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.