Diversify Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.82M Buy
+37,614
New +$6.79M 0.11% 182
2026
Q1
Sell
-1,740
Closed -$295K 549
2025
Q4
$295K Sell
1,740
-64
-4% -$10.7K 0.01% 763
2025
Q3
$308K Buy
1,804
+347
+24% +$54.5K 0.01% 711
2025
Q2
$230K Sell
1,457
-616
-30% -$83.5K 0.01% 751
2025
Q1
$269K Sell
2,073
-4,309
-68% -$596K 0.02% 532
2024
Q4
$884K Buy
6,382
+852
+15% +$117K 0.05% 248
2024
Q3
$745K Buy
5,530
+408
+8% +$51.9K 0.04% 303
2024
Q2
$677K Buy
5,122
+1,412
+38% +$168K 0.04% 317
2024
Q1
$435K Buy
+3,710
New +$413K 0.03% 453

Other funds holding IUSG

Diversify Advisory Services's IUSG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 37,614 shares worth $6.82M. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IUSG as recently as Q4 2025.

Diversify Advisory Services first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Diversify Advisory Services held 37,614 shares of iShares Core S&P US Growth ETF worth $6.82M as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Diversify Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.