CoreCap Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

CoreCap Advisors’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 Q3	$229K	Buy	1,181 +176	+18%	+$33.3K	0.01%	800
2026 Q2	$189K	Sell	1,005 -100	-9%	-$18.1K	0.01%	879
2026 Q1	$171K	Sell	1,105 -120	-10%	-$19.8K	0.01%	850
2025 Q4	$206K	Sell	1,225 -322	-21%	-$53.7K	0.01%	782
2025 Q3	$255K	Buy	1,547 +484	+46%	+$76K	0.01%	727
2025 Q2	$160K	Buy	1,063 +187	+21%	+$25.4K	0.01%	815
2025 Q1	$111K	Buy	876 +253	+41%	+$35K	﹤0.01%	867
2024 Q4	$86.8K	Buy	623 +347	+126%	+$47.6K	﹤0.01%	978
2024 Q3	$36.4K	Buy	+276	New	+$35.1K	﹤0.01%	1325
2024 Q2	–	Sell	-855	Closed	-$100K	–	2099
2024 Q1	$100K	Buy	+855	New	+$95.1K	0.01%	839
2022 Q4	$58.3K	Buy	+715	New	+$59.8K	﹤0.01%	937
2022 Q3	–	Sell	-455	Closed	-$38K	–	1296
2022 Q2	$38K	Buy	+455	New	+$41.7K	﹤0.01%	1024
2022 Q1	–	Sell	-455	Closed	-$53K	–	1300
2021 Q4	$53K	Buy	+455	New	+$50.7K	﹤0.01%	977

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CoreCap Advisors's IUSG Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 18% in Q3 2026, buying an estimated $33.3K and bringing the position to 1,181 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #800.

CoreCap Advisors first reported a position in IUSG in Q4 2021 and has held it in 13 quarters since. The position peaked at $255K in Q3 2025. 259 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

CoreCap Advisors held 1,181 shares of iShares Core S&P US Growth ETF worth $229K as of Q3 2026.
CoreCap Advisors bought 176 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $33.3K.
iShares Core S&P US Growth ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #800 holding.
CoreCap Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Core S&P US Growth ETF position peaked at $255K in Q3 2025.
259 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.