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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Embree Financial Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,290 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: Embree Financial Group previously reported a position in IUSG as recently as Q4 2025.

Embree Financial Group first reported a position in IUSG in Q4 2023 and has held it in 6 quarters since. The position peaked at $477K in Q1 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Embree Financial Group held 1,290 shares of iShares Core S&P US Growth ETF worth $243K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Embree Financial Group position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #249 holding.
Embree Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 6 quarters since.
Embree Financial Group's iShares Core S&P US Growth ETF position peaked at $477K in Q1 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.