Cornerstone Planning Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cornerstone Planning 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	$86.1K	Hold	463	–	–	0.01%	272
2026 Q1	$83.2K	Hold	463	–	–	0.01%	277
2025 Q4	$79.4K	Hold	463	–	–	0.01%	248
2025 Q3	$78.4K	Hold	463	–	–	0.01%	247
2025 Q2	$71.5K	Hold	463	–	–	0.01%	190
2025 Q1	$57.4K	Hold	463	–	–	0.01%	210
2024 Q4	$65.2K	Hold	463	–	–	0.02%	154
2024 Q3	$62.7K	Hold	463	–	–	0.02%	164
2024 Q2	$54.1K	Hold	463	–	–	0.02%	188
2024 Q1	$53.5K	Hold	463	–	–	0.02%	166
2023 Q4	$48.2K	Hold	463	–	–	0.02%	190
2023 Q3	$43.9K	Hold	463	–	–	0.02%	200
2023 Q2	$45.2K	Buy	+463	New	+$42.5K	0.02%	261
2022 Q4	$38.1K	Buy	+463	New	+$38.7K	0.02%	311

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cornerstone Planning Group's IUSG Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 463 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #272.

Cornerstone Planning Group first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Cornerstone Planning Group held 463 shares of iShares Core S&P US Growth ETF worth $86.1K as of Q2 2026.
Cornerstone Planning Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #272 holding.
Cornerstone Planning Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.