Farther Finance Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Farther Finance Advisors’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	$2.57M	Sell	13,652 -1,109	-8%	-$200K	0.02%	634
2026 Q1	$2.32M	Sell	14,761 -267	-2%	-$43.9K	0.02%	577
2025 Q4	$2.52M	Buy	15,028 +3,072	+26%	+$512K	0.03%	501
2025 Q3	$1.97M	Buy	11,956 +1,068	+10%	+$168K	0.03%	459
2025 Q2	$1.64M	Sell	10,888 -2,622	-19%	-$355K	0.03%	423
2025 Q1	$1.73M	Buy	13,510 +3,310	+32%	+$458K	0.04%	339
2024 Q4	$1.42M	Sell	10,200 -316	-3%	-$43.4K	0.05%	279
2024 Q3	$1.39M	Sell	10,516 -230	-2%	-$29.2K	0.05%	271
2024 Q2	$1.38M	Sell	10,746 -457	-4%	-$54.5K	0.07%	224
2024 Q1	$1.31M	Buy	11,203 +268	+2%	+$29.8K	0.08%	207
2023 Q4	$1.14M	Buy	10,935 +7,169	+190%	+$706K	0.08%	215
2023 Q3	$357K	Sell	3,766 -24,027	-86%	-$2.36M	0.06%	262
2023 Q2	$2.71M	Buy	27,793 +24,077	+648%	+$2.21M	0.59%	32
2023 Q1	$330K	Buy	3,716 +1,366	+58%	+$116K	0.1%	191
2022 Q4	$192K	Buy	+2,350	New	+$196K	0.07%	228

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 $103B AUM 28.65% 1-Year Est. Return

Farther Finance Advisors's IUSG Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.5% in Q2 2026, selling an estimated $200K and leaving 13,652 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #634.

Farther Finance Advisors first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q2 2023. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Farther Finance Advisors held 13,652 shares of iShares Core S&P US Growth ETF worth $2.57M as of Q2 2026.
Farther Finance Advisors sold 1,109 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $200K.
iShares Core S&P US Growth ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #634 holding.
Farther Finance Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares Core S&P US Growth ETF position peaked at $2.71M in Q2 2023.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.