FC Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

FC Advisory’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	$939K	Hold	4,990	–	–	0.25%	57
2026 Q1	$774K	Hold	4,990	–	–	0.23%	60
2025 Q4	$838K	Sell	4,990 -530	-10%	-$88.4K	0.24%	60
2025 Q3	$908K	Hold	5,520	–	–	0.27%	57
2025 Q2	$830K	Hold	5,520	–	–	0.26%	59
2025 Q1	$701K	Buy	5,520 +7	+0.1%	+$968	0.24%	61
2024 Q4	$768K	Buy	5,513 +8	+0.1%	+$1.1K	0.26%	56
2024 Q3	$726K	Buy	5,505 +9	+0.2%	+$1.15K	0.24%	55
2024 Q2	$701K	Sell	5,496 -152	-3%	-$18.1K	0.26%	53
2024 Q1	$662K	Sell	5,648 -308	-5%	-$34.3K	0.24%	54
2023 Q4	$620K	Buy	5,956 +32	+0.5%	+$3.15K	0.24%	54
2023 Q3	$562K	Hold	5,924	–	–	0.24%	59
2023 Q2	$578K	Buy	5,924 +11	+0.2%	+$1.01K	0.24%	54
2023 Q1	$525K	Buy	5,913 +395	+7%	+$33.6K	0.23%	56
2022 Q4	$450K	Buy	+5,518	New	+$461K	0.21%	58

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

FC Advisory's IUSG Position: Q2 2026 in Review

FC Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,990 shares worth $939K. The position accounts for 0.25% of the portfolio, ranked #57.

FC Advisory first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

FC Advisory held 4,990 shares of iShares Core S&P US Growth ETF worth $939K as of Q2 2026.
FC Advisory left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.25% of FC Advisory's portfolio in Q2 2026, its #57 holding.
FC Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.