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

Diversified Trust’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	$1.27M	Buy	+6,565	New	+$1.24M	0.03%	366

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Diversified Trust's IUSG Position: Q3 2026 in Review

Diversified Trust opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 6,565 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Diversified Trust held 6,565 shares of iShares Core S&P US Growth ETF worth $1.27M as of Q3 2026.
iShares Core S&P US Growth ETF was a new Diversified Trust position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.03% of Diversified Trust's portfolio in Q3 2026, its #366 holding.
573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.