DHJJ Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DHJJ Financial 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	$20.1K	Hold	107	–	–	0.01%	537
2026 Q1	$16.6K	Hold	107	–	–	0.01%	553
2025 Q4	$18K	Hold	107	–	–	0.01%	513
2025 Q3	$17.6K	Hold	107	–	–	0.01%	504
2025 Q2	$16.1K	Hold	107	–	–	0.01%	496
2025 Q1	$13.6K	Hold	107	–	–	0.01%	473
2024 Q4	$14.9K	Hold	107	–	–	0.01%	453
2024 Q3	$14.1K	Hold	107	–	–	0.01%	457
2024 Q2	$13.6K	Hold	107	–	–	0.01%	422
2024 Q1	$12.5K	Hold	107	–	–	0.01%	425
2023 Q4	$11.1K	Hold	107	–	–	0.01%	430
2023 Q3	$10.2K	Buy	+107	New	+$10.5K	0.01%	433

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 22.9% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DHJJ Financial Advisors's IUSG Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 107 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #537.

DHJJ Financial Advisors first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

DHJJ Financial Advisors held 107 shares of iShares Core S&P US Growth ETF worth $20.1K as of Q2 2026.
DHJJ Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #537 holding.
DHJJ Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.