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Eagle Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Eagle Strategies’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 		$3.61M Sell
19,207
-178
-0.9% -$32.2K 0.36% 65
2026
Q1 		$3.01M Buy
19,385
+104
+0.5% +$17.1K 0.36% 65
2025
Q4 		$3.24M Sell
19,281
-949
-5% -$158K 0.41% 55
2025
Q3 		$3.33M Sell
20,230
-839
-4% -$132K 0.45% 52
2025
Q2 		$3.17M Buy
21,069
+1,532
+8% +$208K 0.48% 46
2025
Q1 		$2.48M Buy
19,537
+779
+4% +$108K 0.43% 49
2024
Q4 		$2.61M Buy
18,758
+50
+0.3% +$6.86K 0.45% 51
2024
Q3 		$2.47M Sell
18,708
-137
-0.7% -$17.4K 0.45% 51
2024
Q2 		$2.4M Buy
18,845
+14,769
+362% +$1.76M 0.46% 53
2024
Q1 		$478K Sell
4,076
-14,681
-78% -$1.63M 0.11% 165
2023
Q4 		$1.95M Buy
18,757
+159
+0.9% +$15.7K 0.42% 54
2023
Q3 		$1.76M Buy
18,598
+2,539
+16% +$249K 0.43% 52
2023
Q2 		$1.57M Sell
16,059
-2,153
-12% -$197K 0.38% 58
2023
Q1 		$1.62M Sell
18,212
-1,984
-10% -$169K 0.4% 56
2022
Q4 		$1.65M Buy
+20,196
New +$1.69M 0.49% 50
2022
Q3 		– Sell
-20,624
Closed -$1.73M – 124
2022
Q2 		$1.73M Buy
+20,624
New +$1.89M 0.63% 43

Other funds holding IUSG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Eagle Strategies's IUSG Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.92% in Q2 2026, selling an estimated $32.2K and leaving 19,207 shares worth $3.61M. The position accounts for 0.36% of the portfolio, ranked #65.

Eagle Strategies first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. 455 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Eagle Strategies held 19,207 shares of iShares Core S&P US Growth ETF worth $3.61M as of Q2 2026.
  • Eagle Strategies sold 178 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $32.2K.
  • iShares Core S&P US Growth ETF made up 0.36% of Eagle Strategies's portfolio in Q2 2026, its #65 holding.
  • Eagle Strategies first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.