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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
Q2 		– Sell
-1,306
Closed -$203K – 1067
2026
Q1 		$203K Sell
1,306
-89
-6% -$14.7K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Dynamic Advisor Solutions's IUSG Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 1,306 shares — an estimated $203K sold.

Dynamic Advisor Solutions first reported a position in IUSG in Q4 2022 and held it in 12 quarters. The position peaked at $431K in Q2 2023. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,306 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $203K.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 12 quarters.
  • Dynamic Advisor Solutions's iShares Core S&P US Growth ETF position peaked at $431K in Q2 2023.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.