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Diversified Enterprises’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Diversified Enterprises’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 		$1.91M Buy
10,144
+2,485
+32% +$449K 0.09% 100
2026
Q1 		$1.19M Sell
7,659
-78
-1% -$12.8K 0.07% 137
2025
Q4 		$1.3M Sell
7,737
-233
-3% -$38.9K 0.08% 108
2025
Q3 		$1.31M Buy
7,970
+535
+7% +$84K 0.09% 84
2025
Q2 		$1.12M Sell
7,435
-28
-0.4% -$3.8K 0.08% 86
2025
Q1 		$948K Buy
7,463
+2
+0% +$277 0.08% 95
2024
Q4 		$1.04M Buy
7,461
+86
+1% +$11.8K 0.1% 77
2024
Q3 		$973K Buy
+7,375
New +$938K 0.11% 75

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Diversified Enterprises's IUSG Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q2 2026, buying an estimated $449K and bringing the position to 10,144 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #100.

Diversified Enterprises first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Diversified Enterprises held 10,144 shares of iShares Core S&P US Growth ETF worth $1.91M as of Q2 2026.
  • Diversified Enterprises bought 2,485 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $449K.
  • iShares Core S&P US Growth ETF made up 0.09% of Diversified Enterprises's portfolio in Q2 2026, its #100 holding.
  • Diversified Enterprises first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.