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 Q3	–	Sell	-463	Closed	-$86.1K	–	935
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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

Cornerstone Planning Group's IUSG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2026, closing a stake of 463 shares — an estimated $86.1K sold.

Cornerstone Planning Group first reported a position in IUSG in Q4 2022 and held it in 14 quarters. The position peaked at $86.1K in Q2 2026. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 463 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $86.1K.
Cornerstone Planning Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's iShares Core S&P US Growth ETF position peaked at $86.1K in Q2 2026.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.