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 Q3	$967K	Hold	4,990	–	–	0.25%	58
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

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

FC Advisory's IUSG Position: Q3 2026 in Review

FC Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 4,990 shares worth $967K. The position accounts for 0.25% of the portfolio, ranked #58.

FC Advisory first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

FC Advisory held 4,990 shares of iShares Core S&P US Growth ETF worth $967K as of Q3 2026.
FC Advisory left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up 0.25% of FC Advisory's portfolio in Q3 2026, its #58 holding.
FC Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.