CAP
IUSG icon

Columbia Advisory Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Columbia Advisory Partners’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 		$2.67M Hold
14,190
– – 1.47% 16
2026
Q1 		$2.2M Sell
14,190
-466
-3% -$76.7K 1.41% 19
2025
Q4 		$2.46M Hold
14,656
– – 1.68% 14
2025
Q3 		$2.41M Hold
14,656
– – 1.67% 12
2025
Q2 		$2.2M Buy
+14,656
New +$1.99M 1.67% 11

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
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Columbia Advisory Partners's IUSG Position: Q2 2026 in Review

Columbia Advisory Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 14,190 shares worth $2.67M. The position accounts for 1.47% of the portfolio, ranked #16.

Columbia Advisory Partners first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Columbia Advisory Partners held 14,190 shares of iShares Core S&P US Growth ETF worth $2.67M as of Q2 2026.
  • Columbia Advisory Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 1.47% of Columbia Advisory Partners's portfolio in Q2 2026, its #16 holding.
  • Columbia Advisory Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.