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 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	+$9.87M	4.5%	3

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 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

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

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Doliver Advisors's IUSG Position: Q2 2026 in Review

Doliver Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.07% in Q2 2026, selling an estimated $15.4K and leaving 129,735 shares worth $24.4M. The position accounts for 5.52% of the portfolio, ranked #2.

Doliver Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. The position peaked at $71.5M in Q2 2021. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Doliver Advisors held 129,735 shares of iShares Core S&P US Growth ETF worth $24.4M as of Q2 2026.
Doliver Advisors sold 85 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $15.4K.
iShares Core S&P US Growth ETF made up 5.52% of Doliver Advisors's portfolio in Q2 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 31 quarters since.
Doliver Advisors's iShares Core S&P US Growth ETF position peaked at $71.5M in Q2 2021.
434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.