DI
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
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% -$9.89K 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

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 $104B AUM 28.3% 1-Year Est. Return

DDFG Inc's IUSG Position: Q2 2026 in Review

DDFG Inc reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.6% in Q2 2026, selling an estimated $3.76M and leaving 252,703 shares worth $47.5M. The position accounts for 9.44% of the portfolio, ranked #1.

DDFG Inc first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • DDFG Inc held 252,703 shares of iShares Core S&P US Growth ETF worth $47.5M as of Q2 2026.
  • DDFG Inc sold 20,791 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.76M.
  • iShares Core S&P US Growth ETF made up 9.44% of DDFG Inc's portfolio in Q2 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 15 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.