Creative Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Buy |
79,840
+3,416
| +4% | +$562K | 0.01% | 598 |
|
|
2025
Q4 | $12.8M | Buy |
76,424
+1,646
| +2% | +$275K | 0.01% | 524 |
|
|
2025
Q3 | $12.3M | Sell |
74,778
-258
| -0.3% | -$40.5K | 0.01% | 497 |
|
|
2025
Q2 | $11.3M | Sell |
75,036
-3,345
| -4% | -$453K | 0.01% | 484 |
|
|
2025
Q1 | $9.96M | Buy |
78,381
+9,356
| +14% | +$1.29M | 0.01% | 482 |
|
|
2024
Q4 | $9.62M | Buy |
69,025
+747
| +1% | +$103K | 0.01% | 460 |
|
|
2024
Q3 | $9.01M | Buy |
68,278
+872
| +1% | +$111K | 0.01% | 470 |
|
|
2024
Q2 | $8.59M | Buy |
67,406
+4,724
| +8% | +$563K | 0.01% | 453 |
|
|
2024
Q1 | $7.35M | Buy |
62,682
+566
| +0.9% | +$63K | 0.01% | 489 |
|
|
2023
Q4 | $6.47M | Sell |
62,116
-591
| -0.9% | -$58.2K | 0.01% | 503 |
|
|
2023
Q3 | $5.95M | Buy |
62,707
+2,104
| +3% | +$206K | 0.01% | 478 |
|
|
2023
Q2 | $5.92M | Buy |
60,603
+25,369
| +72% | +$2.33M | 0.01% | 473 |
|
|
2023
Q1 | $3.13M | Sell |
35,234
-16,859
| -32% | -$1.44M | ﹤0.01% | 631 |
|
|
2022
Q4 | $4.25M | Sell |
52,093
-197
| -0.4% | -$16.5K | 0.01% | 530 |
|
|
2022
Q3 | $4.19M | Sell |
52,290
-2,639
| -5% | -$238K | 0.01% | 477 |
|
|
2022
Q2 | $4.6M | Buy |
54,929
+2,225
| +4% | +$204K | 0.01% | 477 |
|
|
2022
Q1 | $5.57M | Sell |
52,704
-1,043
| -2% | -$108K | 0.01% | 430 |
|
|
2021
Q4 | $6.21M | Buy |
53,747
+16,398
| +44% | +$1.83M | 0.01% | 375 |
|
|
2021
Q3 | $3.83M | Buy |
37,349
+2,486
| +7% | +$263K | 0.01% | 491 |
|
|
2021
Q2 | $3.52M | Sell |
34,863
-15,771
| -31% | -$1.52M | 0.01% | 495 |
|
|
2021
Q1 | $4.6M | Buy |
50,634
+16,961
| +50% | +$1.53M | 0.01% | 435 |
|
|
2020
Q4 | $2.99M | Buy |
33,673
+2,869
| +9% | +$241K | 0.01% | 517 |
|
|
2020
Q3 | $2.46M | Buy |
30,804
+8,048
| +35% | +$630K | 0.01% | 489 |
|
|
2020
Q2 | $1.64M | Buy |
22,756
+10,066
| +79% | +$669K | ﹤0.01% | 566 |
|
|
2020
Q1 | $724K | Sell |
12,690
-301
| -2% | -$19.8K | ﹤0.01% | 779 |
|
|
2019
Q4 | $879K | Buy |
12,991
+1,046
| +9% | +$67.8K | ﹤0.01% | 846 |
|
|
2019
Q3 | $751K | Buy |
11,945
+1,170
| +11% | +$74K | ﹤0.01% | 871 |
|
|
2019
Q2 | $675K | Buy |
10,775
+490
| +5% | +$30.1K | ﹤0.01% | 921 |
|
|
2019
Q1 | $620K | Buy |
10,285
+673
| +7% | +$38.6K | ﹤0.01% | 931 |
|
|
2018
Q4 | $507K | Buy |
9,612
+5,075
| +112% | +$288K | ﹤0.01% | 961 |
|
|
2018
Q3 | $282K | Buy |
4,537
+342
| +8% | +$20.6K | ﹤0.01% | 1443 |
|
|
2018
Q2 | $240K | Buy |
4,195
+467
| +13% | +$26.4K | ﹤0.01% | 1513 |
|
|
2018
Q1 | $204K | Buy |
+3,728
| New | +$209K | ﹤0.01% | 1605 |
|
|
2017
Q3 | – | Sell |
-1,492
| Closed | -$72K | – | 2801 |
|
|
2017
Q2 | $72K | Buy |
1,492
+557
| +60% | +$26.6K | ﹤0.01% | 2222 |
|
|
2017
Q1 | $43K | Hold |
935
| – | – | ﹤0.01% | 2591 |
|
|
2016
Q4 | $40K | Buy |
935
+535
| +134% | +$22.7K | ﹤0.01% | 2567 |
|
|
2016
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 3158 |
|
|
2016
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 2944 |
|
|
2016
Q1 | $16K | Sell |
400
-610
| -60% | -$23.4K | ﹤0.01% | 2918 |
|
|
2015
Q4 | $41K | Buy |
1,010
+610
| +153% | +$24.8K | ﹤0.01% | 2275 |
|
|
2015
Q3 | $15K | Buy |
+400
| New | +$16.1K | ﹤0.01% | 2950 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$16K | – | 2046 |
|
|
2015
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 2877 |
|
|
2014
Q4 | $16K | Buy |
+400
| New | +$15.3K | ﹤0.01% | 2814 |
|
Other funds holding IUSG
MFG
BTI
Creative Planning's IUSG Position: Q1 2026 in Review
Creative Planning increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.5% in Q1 2026, buying an estimated $562K and bringing the position to 79,840 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #598.
Creative Planning first reported a position in IUSG in Q4 2014 and has held it in 43 quarters since. The position peaked at $12.8M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.
- Creative Planning held 79,840 shares of iShares Core S&P US Growth ETF worth $12.4M as of Q1 2026.
- Creative Planning bought 3,416 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $562K.
- iShares Core S&P US Growth ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #598 holding.
- Creative Planning first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and has held it in 43 quarters since.
- Creative Planning's iShares Core S&P US Growth ETF position peaked at $12.8M in Q4 2025.
- 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.