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DB&C Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DB&C Advisors’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 		$241K Sell
1,281
-56
-4% -$10.1K 0.26% 65
2026
Q1 		$207K Buy
1,337
+2
+0.1% +$329 0.27% 66
2025
Q4 		$224K Buy
+1,335
New +$223K 0.28% 62

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DB&C Advisors's IUSG Position: Q2 2026 in Review

DB&C Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.2% in Q2 2026, selling an estimated $10.1K and leaving 1,281 shares worth $241K. The position accounts for 0.26% of the portfolio, ranked #65.

DB&C Advisors first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • DB&C Advisors held 1,281 shares of iShares Core S&P US Growth ETF worth $241K as of Q2 2026.
  • DB&C Advisors sold 56 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P US Growth ETF made up 0.26% of DB&C Advisors's portfolio in Q2 2026, its #65 holding.
  • DB&C Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.