Csenge Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Csenge Advisory 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	$318K	Buy	1,690 +181	+12%	+$32.7K	0.01%	582
2026 Q1	$234K	Hold	1,509	–	–	0.01%	656
2025 Q4	$253K	Sell	1,509 -36	-2%	-$6K	0.01%	626
2025 Q3	$254K	Sell	1,545 -34	-2%	-$5.34K	0.01%	596
2025 Q2	$224K	Buy	+1,579	New	+$214K	0.01%	633
2025 Q1	–	Sell	-1,581	Closed	-$220K	–	704
2024 Q4	$220K	Sell	1,581 -62	-4%	-$8.51K	0.01%	638
2024 Q3	$219K	Buy	1,643 +64	+4%	+$8.14K	0.01%	644
2024 Q2	$201K	Sell	1,579 -27,237	-95%	-$3.25M	0.01%	627
2024 Q1	$3.38M	Buy	28,816 +2,454	+9%	+$273K	0.19%	103
2023 Q4	$2.74M	Buy	26,362 +12,534	+91%	+$1.23M	0.17%	110
2023 Q3	$1.31M	Buy	13,828 +4,102	+42%	+$402K	0.09%	179
2023 Q2	$950K	Buy	9,726 +3,598	+59%	+$330K	0.06%	222
2023 Q1	$544K	Buy	+6,128	New	+$522K	0.04%	323
2022 Q4	–	Sell	-8,804	Closed	-$706K	–	633
2022 Q3	$706K	Sell	8,804 -1,863	-17%	-$168K	0.06%	267
2022 Q2	$893K	Buy	10,667 +5,181	+94%	+$475K	0.07%	230
2022 Q1	$580K	Buy	5,486 +43	+0.8%	+$4.47K	0.05%	353
2021 Q4	$552K	Sell	5,443 -351	-6%	-$39.1K	0.05%	323
2021 Q3	$599K	Buy	5,794 +351	+6%	+$37.1K	0.05%	327
2021 Q2	$552K	Buy	5,443 +522	+11%	+$50.3K	0.05%	324
2021 Q1	$471K	Buy	+4,921	New	+$443K	0.05%	291

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

Csenge Advisory Group's IUSG Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,690 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #582.

Csenge Advisory Group first reported a position in IUSG in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.38M in Q1 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Csenge Advisory Group held 1,690 shares of iShares Core S&P US Growth ETF worth $318K as of Q2 2026.
Csenge Advisory Group bought 181 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $32.7K.
iShares Core S&P US Growth ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #582 holding.
Csenge Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 20 quarters since.
Csenge Advisory Group's iShares Core S&P US Growth ETF position peaked at $3.38M in Q1 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.