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

Coordinated Financial Services’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	$1.06M	Sell	6,830 -132	-2%	-$21.7K	0.61%	44
2025 Q4	$1.17M	Sell	6,962 -345	-5%	-$57.5K	0.67%	41
2025 Q3	$1.2M	Sell	7,307 -809	-10%	-$127K	0.77%	34
2025 Q2	$1.22M	Sell	8,116 -185	-2%	-$25.1K	0.85%	32
2025 Q1	$1.05M	Sell	8,301 -489	-6%	-$67.6K	0.81%	36
2024 Q4	$1.22M	Buy	+8,790	New	+$1.21M	0.96%	29
2024 Q2	$1.16M	Sell	9,136 -748	-8%	-$89.2K	1%	28
2024 Q1	$1.16M	Buy	+9,884	New	+$1.1M	1.01%	26

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coordinated Financial Services's IUSG Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.9% in Q1 2026, selling an estimated $21.7K and leaving 6,830 shares worth $1.06M. The position accounts for 0.61% of the portfolio, ranked #44.

Coordinated Financial Services first reported a position in IUSG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Coordinated Financial Services held 6,830 shares of iShares Core S&P US Growth ETF worth $1.06M as of Q1 2026.
Coordinated Financial Services sold 132 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $21.7K.
iShares Core S&P US Growth ETF made up 0.61% of Coordinated Financial Services's portfolio in Q1 2026, its #44 holding.
Coordinated Financial Services first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Core S&P US Growth ETF position peaked at $1.22M in Q4 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.