Darden Wealth Group
IUSG icon

Darden Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Darden Wealth 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 		$1.94M Sell
10,026
-20
-0.2% -$3.79K 0.77% 27
2026
Q2 		$1.89M Sell
10,046
-118
-1% -$21.3K 0.75% 32
2026
Q1 		$1.58M Sell
10,164
-210
-2% -$34.6K 0.8% 28
2025
Q4 		$1.74M Sell
10,374
-264
-2% -$44K 0.85% 23
2025
Q3 		$1.75M Sell
10,638
-526
-5% -$82.6K 0.92% 21
2025
Q2 		$1.68M Sell
11,164
-102
-0.9% -$13.8K 1.01% 19
2025
Q1 		$1.43M Sell
11,266
-220
-2% -$30.4K 1.11% 20
2024
Q4 		$1.6M Sell
11,486
-80
-0.7% -$11K 1.08% 18
2024
Q3 		$1.53M Sell
11,566
-123
-1% -$15.6K 1.09% 19
2024
Q2 		$1.49M Buy
11,689
+128
+1% +$15.3K 0.9% 20
2024
Q1 		$1.36M Buy
11,561
+162
+1% +$18K 1.06% 21
2023
Q4 		$1.19M Buy
+11,399
New +$1.12M 1.14% 20

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Darden Wealth Group's IUSG Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.2% in Q3 2026, selling an estimated $3.79K and leaving 10,026 shares worth $1.94M. The position accounts for 0.77% of the portfolio, ranked #27.

Darden Wealth Group first reported a position in IUSG in Q4 2023 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Darden Wealth Group held 10,026 shares of iShares Core S&P US Growth ETF worth $1.94M as of Q3 2026.
  • Darden Wealth Group sold 20 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $3.79K.
  • iShares Core S&P US Growth ETF made up 0.77% of Darden Wealth Group's portfolio in Q3 2026, its #27 holding.
  • Darden Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.