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

Everhart 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	$213K	Buy	+1,131	New	+$204K	0.01%	446

Other funds holding IUSG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Everhart Financial Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,131 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings.

176 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Everhart Financial Group held 1,131 shares of iShares Core S&P US Growth ETF worth $213K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Everhart Financial Group position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #446 holding.
176 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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