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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
2022
Q1 		– Sell
-2,500
Closed -$348K – 177
2021
Q4 		$348K Buy
+2,500
New +$279K 0.11% 117

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
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
DI
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
VC
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.