Fairscale Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fairscale Capital’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	$86.1K	Hold	458	–	–	0.05%	162
2026 Q1	$71K	Sell	458 -85	-16%	-$14K	0.05%	169
2025 Q4	$91.2K	Buy	543 +24	+5%	+$4K	0.06%	149
2025 Q3	$85.4K	Hold	519	–	–	0.06%	155
2025 Q2	$80.7K	Hold	519	–	–	0.06%	155
2025 Q1	$66K	Hold	519	–	–	0.06%	144
2024 Q4	$72.3K	Hold	519	–	–	0.06%	140
2024 Q3	$68.5K	Buy	519 +19	+4%	+$2.42K	0.06%	142
2024 Q2	$66.2K	Buy	+500	New	+$59.6K	0.06%	144

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

Fairscale Capital's IUSG Position: Q2 2026 in Review

Fairscale Capital held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 458 shares worth $86.1K. The position accounts for 0.05% of the portfolio, ranked #162.

Fairscale Capital first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $91.2K in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fairscale Capital held 458 shares of iShares Core S&P US Growth ETF worth $86.1K as of Q2 2026.
Fairscale Capital left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.05% of Fairscale Capital's portfolio in Q2 2026, its #162 holding.
Fairscale Capital first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
Fairscale Capital's iShares Core S&P US Growth ETF position peaked at $91.2K in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.