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

Doliver 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 Q3	$23.4M	Sell	120,602 -9,133	-7%	-$1.73M	5.1%	2
2026 Q2	$24.4M	Sell	129,735 -85	-0.1%	-$15.4K	5.52%	2
2026 Q1	$20.1M	Sell	129,820 -233	-0.2%	-$38.4K	4.58%	2
2025 Q4	$21.8M	Sell	130,053 -4,569	-3%	-$762K	5.47%	2
2025 Q3	$22.2M	Sell	134,622 -5,957	-4%	-$936K	5.73%	2
2025 Q2	$21.1M	Sell	140,579 -31,783	-18%	-$4.31M	5.79%	2
2025 Q1	$21.9M	Sell	172,362 -12,624	-7%	-$1.75M	6.15%	2
2024 Q4	$25.8M	Sell	184,986 -31,825	-15%	-$4.37M	7.16%	2
2024 Q3	$28.6M	Sell	216,811 -61,471	-22%	-$7.82M	7.85%	2
2024 Q2	$35.5M	Sell	278,282 -10,919	-4%	-$1.3M	9.9%	2
2024 Q1	$33.9M	Sell	289,201 -47,873	-14%	-$5.33M	9.54%	2
2023 Q4	$35.1M	Buy	337,074 +1,216	+0.4%	+$120K	10.77%	2
2023 Q3	$31.8M	Sell	335,858 -4,871	-1%	-$478K	9.59%	2
2023 Q2	$33.3M	Sell	340,729 -2,725	-0.8%	-$250K	10.13%	2
2023 Q1	$30.5M	Sell	343,454 -5,143	-1%	-$438K	9.57%	2
2022 Q4	$28.4M	Sell	348,597 -13,310	-4%	-$1.11M	9.33%	2
2022 Q3	$29M	Buy	361,907 +9,672	+3%	+$871K	10.71%	2
2022 Q2	$29.5M	Sell	352,235 -25,858	-7%	-$2.37M	10.47%	2
2022 Q1	$39.9M	Sell	378,093 -119,771	-24%	-$12.4M	12.63%	2
2021 Q4	$57.7M	Buy	497,864 +7,328	+1%	+$817K	18.02%	2
2021 Q3	$58M	Sell	490,536 -114,936	-19%	-$12.1M	19.5%	2
2021 Q2	$71.5M	Buy	605,472 +185,559	+44%	+$17.9M	23.74%	2
2021 Q1	$38.1M	Buy	419,913 +30,228	+8%	+$2.72M	14.17%	2
2020 Q4	$34.6M	Buy	389,685 +162,061	+71%	+$13.6M	15.28%	2
2020 Q3	$18.2M	Buy	227,624 +73,453	+48%	+$5.75M	9.23%	3
2020 Q2	$11.1M	Buy	154,171 +24,944	+19%	+$1.66M	4.95%	3
2020 Q1	$8.31M	Sell	129,227 -135,787	-51%	-$8.94M	4.1%	3
2019 Q4	$17.9M	Sell	265,014 -24,092	-8%	-$1.56M	7.09%	3
2019 Q3	$18.3M	Buy	289,106 +6,316	+2%	+$399K	7.36%	3
2019 Q2	$17.7M	Sell	282,790 -8,679	-3%	-$534K	6.99%	3
2019 Q1	$17.6M	Buy	291,469 +117,450	+67%	+$6.74M	7.11%	3
2018 Q4	$9.17M	Buy	+174,019	New	+$9.9M	4.5%	3

Other funds holding IUSG

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

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

Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return

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

Doliver Advisors's IUSG Position: Q3 2026 in Review

Doliver Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7% in Q3 2026, selling an estimated $1.73M and leaving 120,602 shares worth $23.4M. The position accounts for 5.1% of the portfolio, ranked #2.

Doliver Advisors first reported a position in IUSG in Q4 2018 and has held it in 32 quarters since. The position peaked at $71.5M in Q2 2021. 540 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Doliver Advisors held 120,602 shares of iShares Core S&P US Growth ETF worth $23.4M as of Q3 2026.
Doliver Advisors sold 9,133 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $1.73M.
iShares Core S&P US Growth ETF made up 5.1% of Doliver Advisors's portfolio in Q3 2026, its #2 holding.
Doliver Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 32 quarters since.
Doliver Advisors's iShares Core S&P US Growth ETF position peaked at $71.5M in Q2 2021.
540 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.