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Cornell Pochily Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cornell Pochily Investment 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
Q2 		$5.58M Sell
29,673
-417
-1% -$75.3K 1.5% 16
2026
Q1 		$4.67M Buy
30,090
+1,213
+4% +$200K 1.37% 18
2025
Q4 		$4.85M Buy
28,877
+88
+0.3% +$14.7K 1.41% 17
2025
Q3 		$4.74M Buy
28,789
+1,296
+5% +$204K 1.41% 17
2025
Q2 		$4.13M Buy
27,493
+1,394
+5% +$189K 1.35% 18
2025
Q1 		$3.32M Buy
26,099
+1,061
+4% +$147K 1.17% 19
2024
Q4 		$3.49M Buy
25,038
+1,679
+7% +$230K 1.22% 20
2024
Q3 		$3.08M Buy
23,359
+2,261
+11% +$288K 1.07% 24
2024
Q2 		$2.69M Buy
21,098
+2,279
+12% +$272K 1.02% 24
2024
Q1 		$2.21M Sell
18,819
-605
-3% -$67.3K 0.88% 29
2023
Q4 		$2.02M Buy
19,424
+1,718
+10% +$169K 0.84% 30
2023
Q3 		$1.68M Buy
17,706
+653
+4% +$64.1K 0.73% 37
2023
Q2 		$1.67M Buy
17,053
+97
+0.6% +$8.9K 0.68% 42
2023
Q1 		$1.51M Buy
16,956
+957
+6% +$81.5K 0.64% 42
2022
Q4 		$1.3M Buy
15,999
+172
+1% +$14.4K 0.58% 52
2022
Q3 		$1.27M Buy
15,827
+561
+4% +$50.5K 0.56% 50
2022
Q2 		$1.28M Buy
15,266
+5,139
+51% +$471K 0.57% 54
2022
Q1 		$1.07M Buy
10,127
+397
+4% +$41.2K 0.42% 75
2021
Q4 		$1.13M Buy
9,730
+428
+5% +$47.7K 0.44% 66
2021
Q3 		$953K Buy
9,302
+613
+7% +$64.8K 0.41% 69
2021
Q2 		$877K Buy
8,689
+394
+5% +$38K 0.39% 74
2021
Q1 		$753K Buy
8,295
+432
+5% +$38.9K 0.36% 77
2020
Q4 		$697K Buy
7,863
+143
+2% +$12K 0.34% 76
2020
Q3 		$617K Buy
7,720
+782
+11% +$61.3K 0.35% 78
2020
Q2 		$499K Buy
6,938
+717
+12% +$47.6K 0.31% 81
2020
Q1 		$355K Sell
6,221
-11
-0.2% -$724 0.26% 92
2019
Q4 		$422K Buy
6,232
+872
+16% +$56.5K 0.25% 93
2019
Q3 		$337K Buy
5,360
+501
+10% +$31.7K 0.22% 101
2019
Q2 		$305K Buy
4,859
+1,008
+26% +$62K 0.08% 119
2019
Q1 		$232K Buy
+3,851
New +$221K 0.16% 117

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cornell Pochily Investment Advisors's IUSG Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.4% in Q2 2026, selling an estimated $75.3K and leaving 29,673 shares worth $5.58M. The position accounts for 1.5% of the portfolio, ranked #16.

Cornell Pochily Investment Advisors first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cornell Pochily Investment Advisors held 29,673 shares of iShares Core S&P US Growth ETF worth $5.58M as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 417 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $75.3K.
  • iShares Core S&P US Growth ETF made up 1.5% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.