Dynamic Advisor Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Dynamic Advisor Solutions’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	$274K	Buy	+1,415	New	+$268K	0.01%	863
2026 Q2	–	Sell	-1,306	Closed	-$203K	–	1067
2026 Q1	$203K	Sell	1,306 -89	-6%	-$14.6K	0.01%	921
2025 Q4	$234K	Sell	1,395 -19	-1%	-$3.17K	0.01%	856
2025 Q3	$233K	Buy	1,414 +68	+5%	+$10.7K	0.01%	855
2025 Q2	$202K	Buy	+1,346	New	+$182K	0.01%	859
2025 Q1	–	Sell	-1,584	Closed	-$221K	–	867
2024 Q4	$221K	Sell	1,584 -225	-12%	-$30.9K	0.01%	601
2024 Q3	$239K	Buy	+1,809	New	+$230K	0.01%	830
2024 Q2	–	Sell	-3,149	Closed	-$369K	–	965
2024 Q1	$369K	Buy	3,149 +18	+0.6%	+$2K	0.01%	692
2023 Q4	$317K	Sell	3,131 -1,029	-25%	-$101K	0.01%	697
2023 Q3	$395K	Sell	4,160 -259	-6%	-$25.4K	0.02%	581
2023 Q2	$431K	Buy	4,419 +2,121	+92%	+$195K	0.02%	534
2023 Q1	$204K	Sell	2,298 -399	-15%	-$34K	0.01%	694
2022 Q4	$220K	Buy	+2,697	New	+$225K	0.02%	643

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Dynamic Advisor Solutions's IUSG Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 1,415 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in IUSG as recently as Q1 2026.

Dynamic Advisor Solutions first reported a position in IUSG in Q4 2022 and has held it in 13 quarters since. The position peaked at $431K in Q2 2023. 211 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Dynamic Advisor Solutions held 1,415 shares of iShares Core S&P US Growth ETF worth $274K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Dynamic Advisor Solutions position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #863 holding.
Dynamic Advisor Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 13 quarters since.
Dynamic Advisor Solutions's iShares Core S&P US Growth ETF position peaked at $431K in Q2 2023.
211 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.