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 Q3	$1.48M	Sell	7,662 -2,482	-24%	-$470K	0.07%	125
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Diversified Enterprises's IUSG Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares Core S&P US Growth ETF (IUSG) stake by 24% in Q3 2026, selling an estimated $470K and leaving 7,662 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #125.

Diversified Enterprises first reported a position in IUSG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q2 2026. 396 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Diversified Enterprises held 7,662 shares of iShares Core S&P US Growth ETF worth $1.48M as of Q3 2026.
Diversified Enterprises sold 2,482 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $470K.
iShares Core S&P US Growth ETF made up 0.07% of Diversified Enterprises's portfolio in Q3 2026, its #125 holding.
Diversified Enterprises first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares Core S&P US Growth ETF position peaked at $1.91M in Q2 2026.
396 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.