Echo45 Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Echo45 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 Q3	$409K	Buy	+2,113	New	+$400K	0.19%	64

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

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

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Echo45 Advisors's IUSG Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 2,113 shares worth $409K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings.

150 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Echo45 Advisors held 2,113 shares of iShares Core S&P US Growth ETF worth $409K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Echo45 Advisors position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.19% of Echo45 Advisors's portfolio in Q3 2026, its #64 holding.
150 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.