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IUSG icon

DDFG Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DDFG Inc’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 		$50.2M Buy
259,264
+6,561
+3% +$1.24M 9.89% 1
2026
Q2 		$47.5M Sell
252,703
-20,791
-8% -$3.76M 9.44% 1
2026
Q1 		$42.4M Buy
273,494
+6,030
+2% +$993K 9.14% 2
2025
Q4 		$44.9M Buy
267,464
+3,700
+1% +$617K 9.83% 1
2025
Q3 		$43.4M Sell
263,764
-63
-0% -$9.9K 10.02% 1
2025
Q2 		$39.7M Sell
263,827
-563
-0.2% -$76.3K 9.98% 2
2025
Q1 		$33.6M Sell
264,390
-4,679
-2% -$647K 9.31% 2
2024
Q4 		$37.5M Buy
269,069
+2,998
+1% +$411K 10.82% 2
2024
Q3 		$35.1M Buy
266,071
+1,468
+0.6% +$187K 10.03% 2
2024
Q2 		$33.7M Sell
264,603
-27
-0% -$3.22K 10.42% 1
2024
Q1 		$31M Sell
264,630
-7,731
-3% -$860K 9.85% 1
2023
Q4 		$28.4M Buy
272,361
+1,165
+0.4% +$115K 9.59% 1
2023
Q3 		$25.7M Sell
271,196
-44,315
-14% -$4.35M 9.48% 1
2023
Q2 		$30.8M Buy
315,511
+3,909
+1% +$358K 11.34% 1
2023
Q1 		$27.7M Buy
311,602
+5,336
+2% +$454K 10.75% 1
2022
Q4 		$25M Buy
+306,266
New +$25.6M 10.33% 1

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

DDFG Inc's IUSG Position: Q3 2026 in Review

DDFG Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.6% in Q3 2026, buying an estimated $1.24M and bringing the position to 259,264 shares worth $50.2M. The position accounts for 9.89% of the portfolio, ranked #1.

DDFG Inc first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 413 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • DDFG Inc held 259,264 shares of iShares Core S&P US Growth ETF worth $50.2M as of Q3 2026.
  • DDFG Inc bought 6,561 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $1.24M.
  • iShares Core S&P US Growth ETF made up 9.89% of DDFG Inc's portfolio in Q3 2026, its #1 holding.
  • DDFG Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 413 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.