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

Community Financial Services 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
Q2 		$393K Sell
2,097
-30
-1% -$5.42K 0.06% 102
2026
Q1 		$334K Buy
2,127
+665
+45% +$109K 0.06% 94
2025
Q4 		$246K Hold
1,462
– – 0.05% 91
2025
Q3 		$241K Hold
1,462
– – 0.04% 93
2025
Q2 		$220K Buy
+1,462
New +$198K 0.04% 93
2025
Q1 		– Sell
-1,462
Closed -$204K – 105
2024
Q4 		$204K Buy
+1,462
New +$201K 0.04% 118
2021
Q4 		$336K Hold
2,905
– – 0.08% 89
2021
Q3 		$298K Hold
2,905
– – 0.08% 92
2021
Q2 		$293K Hold
2,905
– – 0.08% 92
2021
Q1 		$264K Hold
2,905
– – 0.08% 88
2020
Q4 		$258K Hold
2,905
– – 0.08% 86
2020
Q3 		$232K Hold
2,905
– – 0.09% 84
2020
Q2 		$209K Buy
+2,905
New +$193K 0.08% 84
2020
Q1 		– Sell
-4,085
Closed -$276K – 73
2019
Q4 		$276K Hold
4,085
– – 0.07% 69
2019
Q3 		$257K Hold
4,085
– – 0.07% 73
2019
Q2 		$256K Hold
4,085
– – 0.09% 61
2019
Q1 		$246K Sell
4,085
-173,159
-98% -$9.93M 0.08% 76
2018
Q4 		$9.34M Sell
177,244
-45,902
-21% -$2.6M 3.54% 8
2018
Q3 		$13.9M Buy
223,146
+1,491
+0.7% +$90K 4.73% 5
2018
Q2 		$12.7M Buy
221,655
+8,814
+4% +$498K 4.54% 3
2018
Q1 		$11.6M Buy
212,841
+31
+0% +$1.74K 4.56% 1
2017
Q4 		$11.4M Buy
212,810
+4,651
+2% +$245K 4.44% 2
2017
Q3 		$10.5M Buy
208,159
+8,774
+4% +$435K 4.3% 1
2017
Q2 		$9.61M Buy
199,385
+2,540
+1% +$121K 4.22% 2
2017
Q1 		$9.13M Buy
196,845
+5,117
+3% +$232K 4.1% 2
2016
Q4 		$8.23M Sell
191,728
-1,004
-0.5% -$42.6K 3.88% 3
2016
Q3 		$8.2M Sell
192,732
-1,950
-1% -$82.7K 3.87% 1
2016
Q2 		$7.95M Sell
194,682
-2,082
-1% -$84.5K 3.92% 1
2016
Q1 		$7.98M Buy
196,764
+8,770
+5% +$337K 3.91% 1
2015
Q4 		$7.63M Sell
187,994
-1,666
-0.9% -$67.8K 3.74% 3
2015
Q3 		$7.2M Buy
189,660
+7,360
+4% +$297K 3.58% 2
2015
Q2 		$7.41M Buy
182,300
+6,626
+4% +$273K 3.53% 2
2015
Q1 		$7.14M Buy
175,674
+6,180
+4% +$247K 3.35% 3
2014
Q4 		$6.64M Buy
169,494
+2,450
+1% +$93.6K 3.06% 4
2014
Q3 		$6.24M Sell
167,044
-1,840
-1% -$68.8K 3.09% 5
2014
Q2 		$6.28M Buy
168,884
+3,480
+2% +$125K 3.11% 1
2014
Q1 		$5.88M Buy
165,404
+1,918
+1% +$67.6K 2.89% 3
2013
Q4 		$5.77M Sell
163,486
-50
-0% -$1.69K 3.12% 4
2013
Q3 		$5.25M Buy
163,536
+5,074
+3% +$159K 2.93% 6
2013
Q2 		$4.72M Buy
+158,462
New +$4.74M 2.81% 8

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Community Financial Services Group's IUSG Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.4% in Q2 2026, selling an estimated $5.42K and leaving 2,097 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #102.

Community Financial Services Group first reported a position in IUSG in Q2 2013 and has held it in 40 quarters since. The position peaked at $13.9M in Q3 2018. 176 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Community Financial Services Group held 2,097 shares of iShares Core S&P US Growth ETF worth $393K as of Q2 2026.
  • Community Financial Services Group sold 30 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.42K.
  • iShares Core S&P US Growth ETF made up 0.06% of Community Financial Services Group's portfolio in Q2 2026, its #102 holding.
  • Community Financial Services Group first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 40 quarters since.
  • Community Financial Services Group's iShares Core S&P US Growth ETF position peaked at $13.9M in Q3 2018.
  • 176 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.