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

Droms Strauss 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	$1.19M	Buy	6,337 +8	+0.1%	+$1.45K	0.27%	35
2026 Q1	$982K	Buy	6,329 +7	+0.1%	+$1.15K	0.26%	36
2025 Q4	$1.06M	Buy	6,322 +10	+0.2%	+$1.67K	0.28%	37
2025 Q3	$1.04M	Buy	6,312 +9	+0.1%	+$1.41K	0.3%	37
2025 Q2	$948K	Buy	6,303 +9	+0.1%	+$1.22K	0.29%	36
2025 Q1	$800K	Buy	6,294 +9	+0.1%	+$1.25K	0.27%	39
2024 Q4	$876K	Buy	6,285 +11	+0.2%	+$1.51K	0.29%	37
2024 Q3	$828K	Buy	6,274 +12	+0.2%	+$1.53K	0.29%	35
2024 Q2	$798K	Buy	6,262 +8	+0.1%	+$954	0.29%	36
2024 Q1	$733K	Buy	6,254 +8	+0.1%	+$890	0.27%	38
2023 Q4	$650K	Buy	6,246 +43	+0.7%	+$4.24K	0.25%	45
2023 Q3	$588K	Hold	6,203	–	–	0.25%	40
2023 Q2	$605K	Buy	6,203 +14	+0.2%	+$1.28K	0.25%	40
2023 Q1	$549K	Buy	6,189 +19	+0.3%	+$1.62K	0.25%	42
2022 Q4	$503K	Buy	6,170 +36	+0.6%	+$3.01K	0.23%	42
2022 Q3	$492K	Hold	6,134	–	–	0.24%	41
2022 Q2	$513K	Buy	6,134 +24	+0.4%	+$2.2K	0.26%	40
2022 Q1	$656K	Hold	6,110	–	–	0.33%	23
2021 Q4	$707K	Buy	6,110 +21	+0.3%	+$2.34K	0.31%	28
2021 Q3	$624K	Hold	6,089	–	–	0.3%	28
2021 Q2	$616K	Buy	6,089 +20	+0.3%	+$1.93K	0.29%	28
2021 Q1	$551K	Hold	6,069	–	–	0.27%	28
2020 Q4	$538K	Buy	6,069 +16	+0.3%	+$1.35K	0.31%	23
2020 Q3	$484K	Buy	6,053 +17	+0.3%	+$1.33K	0.29%	30
2020 Q2	$434K	Buy	6,036 +29	+0.5%	+$1.93K	0.3%	25
2020 Q1	$343K	Buy	+6,007	New	+$395K	0.29%	32

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Droms Strauss Advisors's IUSG Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.13% in Q2 2026, buying an estimated $1.45K and bringing the position to 6,337 shares worth $1.19M. The position accounts for 0.27% of the portfolio, ranked #35.

Droms Strauss Advisors first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Droms Strauss Advisors held 6,337 shares of iShares Core S&P US Growth ETF worth $1.19M as of Q2 2026.
Droms Strauss Advisors bought 8 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.45K.
iShares Core S&P US Growth ETF made up 0.27% of Droms Strauss Advisors's portfolio in Q2 2026, its #35 holding.
Droms Strauss Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.