DGS Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DGS Capital Management’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 Q1	$525K	Sell	3,385 -6	-0.2%	-$988	0.09%	224
2025 Q4	$569K	Sell	3,391 -1	-0%	-$167	0.1%	184
2025 Q3	$558K	Sell	3,392 -59	-2%	-$9.27K	0.1%	176
2025 Q2	$519K	Sell	3,451 -436	-11%	-$59.1K	0.11%	171
2025 Q1	$494K	Sell	3,887 -196	-5%	-$27.1K	0.13%	162
2024 Q4	$569K	Sell	4,083 -79	-2%	-$10.8K	0.14%	136
2024 Q3	$549K	Sell	4,162 -98	-2%	-$12.5K	0.15%	144
2024 Q2	$543K	Buy	4,260 +1,511	+55%	+$180K	0.15%	130
2024 Q1	$322K	Buy	2,749 +257	+10%	+$28.6K	0.09%	199
2023 Q4	$259K	Sell	2,492 -127	-5%	-$12.5K	0.1%	181
2023 Q3	$248K	Buy	2,619 +140	+6%	+$13.7K	0.12%	181
2023 Q2	$242K	Buy	+2,479	New	+$227K	0.12%	185

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DGS Capital Management's IUSG Position: Q1 2026 in Review

DGS Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.18% in Q1 2026, selling an estimated $988 and leaving 3,385 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #224.

DGS Capital Management first reported a position in IUSG in Q2 2023 and has held it in 12 quarters since. The position peaked at $569K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

DGS Capital Management held 3,385 shares of iShares Core S&P US Growth ETF worth $525K as of Q1 2026.
DGS Capital Management sold 6 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $988.
iShares Core S&P US Growth ETF made up 0.09% of DGS Capital Management's portfolio in Q1 2026, its #224 holding.
DGS Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 12 quarters since.
DGS Capital Management's iShares Core S&P US Growth ETF position peaked at $569K in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.