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

Embree 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 Q3	$250K	Hold	1,290	–	–	0.02%	239
2026 Q2	$243K	Buy	+1,290	New	+$233K	0.02%	249
2026 Q1	–	Sell	-1,292	Closed	-$217K	–	276
2025 Q4	$217K	Buy	1,292 +2	+0.2%	+$334	0.03%	220
2025 Q3	$212K	Buy	+1,290	New	+$203K	0.03%	213
2024 Q3	–	Sell	-2,035	Closed	-$259K	–	198
2024 Q2	$259K	Sell	2,035 -2,031	-50%	-$242K	0.05%	159
2024 Q1	$477K	Buy	4,066 +6	+0.1%	+$667	0.09%	122
2023 Q4	$423K	Buy	+4,060	New	+$400K	0.09%	123

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Embree Financial Group's IUSG Position: Q3 2026 in Review

Embree Financial Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 1,290 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #239.

Embree Financial Group first reported a position in IUSG in Q4 2023 and has held it in 7 quarters since. The position peaked at $477K in Q1 2024. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Embree Financial Group held 1,290 shares of iShares Core S&P US Growth ETF worth $250K as of Q3 2026.
Embree Financial Group left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up 0.02% of Embree Financial Group's portfolio in Q3 2026, its #239 holding.
Embree Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 7 quarters since.
Embree Financial Group's iShares Core S&P US Growth ETF position peaked at $477K in Q1 2024.
647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.