Creative Financial Designs’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Creative Financial Designs’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	$28.4K	Sell	151 -40	-21%	-$7.22K	﹤0.01%	1198
2026 Q1	$29.6K	Buy	191 +15	+9%	+$2.47K	﹤0.01%	1076
2025 Q4	$29.6K	Sell	176 -21	-11%	-$3.5K	﹤0.01%	1047
2025 Q3	$32.4K	Buy	197 +66	+50%	+$10.4K	﹤0.01%	997
2025 Q2	$19.7K	Hold	131	–	–	﹤0.01%	1147
2025 Q1	$16.6K	Hold	131	–	–	﹤0.01%	1139
2024 Q4	$18.3K	Sell	131 -81	-38%	-$11.1K	﹤0.01%	1072
2024 Q3	$28K	Hold	212	–	–	﹤0.01%	949
2024 Q2	$27K	Sell	212 -3	-1%	-$358	﹤0.01%	927
2024 Q1	$25.2K	Sell	215 -198	-48%	-$22K	﹤0.01%	912
2023 Q4	$43K	Buy	413 +2	+0.5%	+$197	﹤0.01%	725
2023 Q3	$39K	Hold	411	–	–	﹤0.01%	690
2023 Q2	$40.2K	Hold	411	–	–	﹤0.01%	686
2023 Q1	$36.4K	Sell	411 -57	-12%	-$4.85K	﹤0.01%	661
2022 Q4	$38.2K	Buy	468 +1	+0.2%	+$84	0.01%	615
2022 Q3	$37K	Buy	467 +1	+0.2%	+$90	0.01%	608
2022 Q2	$39K	Buy	466 +59	+14%	+$5.41K	0.01%	591
2022 Q1	$43K	Hold	407	–	–	0.01%	589
2021 Q4	$47K	Hold	407	–	–	0.01%	581
2021 Q3	$42K	Buy	407 +276	+211%	+$29.2K	0.01%	654
2021 Q2	$13K	Hold	131	–	–	﹤0.01%	963
2021 Q1	$12K	Sell	131 -314	-71%	-$28.3K	﹤0.01%	901
2020 Q4	$39K	Hold	445	–	–	0.01%	563
2020 Q3	$36K	Sell	445 -880	-66%	-$68.9K	0.01%	531
2020 Q2	$95K	Buy	1,325 +1,255	+1,793%	+$83.4K	0.03%	299
2020 Q1	$4K	Hold	70	–	–	﹤0.01%	422
2019 Q4	$5K	Hold	70	–	–	﹤0.01%	469
2019 Q3	$4K	Sell	70 -468	-87%	-$29.6K	﹤0.01%	496
2019 Q2	$34K	Buy	+538	New	+$33.1K	0.02%	260
2018 Q4	–	Sell	-633	Closed	-$39K	–	674
2018 Q3	$39K	Buy	633 +1	+0.2%	+$60	0.02%	253
2018 Q2	$36K	Hold	632	–	–	0.02%	280
2018 Q1	$35K	Buy	632 +444	+236%	+$24.9K	0.02%	263
2017 Q4	$10K	Buy	+188	New	+$9.89K	0.01%	408

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 22.9% 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

Creative Financial Designs's IUSG Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Core S&P US Growth ETF (IUSG) stake by 21% in Q2 2026, selling an estimated $7.22K and leaving 151 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Creative Financial Designs first reported a position in IUSG in Q4 2017 and has held it in 33 quarters since. The position peaked at $95K in Q2 2020. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Creative Financial Designs held 151 shares of iShares Core S&P US Growth ETF worth $28.4K as of Q2 2026.
Creative Financial Designs sold 40 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $7.22K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1198 holding.
Creative Financial Designs first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 33 quarters since.
Creative Financial Designs's iShares Core S&P US Growth ETF position peaked at $95K in Q2 2020.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.