EFG
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Ehrlich Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ehrlich Financial Group’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 		$267K Sell
1,418
-72
-5% -$13K 0.14% 102
2026
Q1 		$231K Hold
1,490
– – 0.13% 106
2025
Q4 		$250K Sell
1,490
-3
-0.2% -$500 0.14% 97
2025
Q3 		$246K Sell
1,493
-30
-2% -$4.71K 0.15% 100
2025
Q2 		$229K Buy
+1,523
New +$206K 0.15% 97
2025
Q1 		– Sell
-1,743
Closed -$243K – 112
2024
Q4 		$243K Hold
1,743
– – 0.17% 93
2024
Q3 		$230K Sell
1,743
-9
-0.5% -$1.15K 0.16% 91
2024
Q2 		$223K Sell
1,752
-720
-29% -$85.9K 0.18% 93
2024
Q1 		$290K Sell
2,472
-5,307
-68% -$590K 0.24% 76
2023
Q4 		$810K Buy
+7,779
New +$766K 0.81% 31

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ehrlich Financial Group's IUSG Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.8% in Q2 2026, selling an estimated $13K and leaving 1,418 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #102.

Ehrlich Financial Group first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $810K in Q4 2023. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ehrlich Financial Group held 1,418 shares of iShares Core S&P US Growth ETF worth $267K as of Q2 2026.
  • Ehrlich Financial Group sold 72 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares Core S&P US Growth ETF made up 0.14% of Ehrlich Financial Group's portfolio in Q2 2026, its #102 holding.
  • Ehrlich Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Ehrlich Financial Group's iShares Core S&P US Growth ETF position peaked at $810K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.