Fiduciary Alliance’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fiduciary Alliance’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	$570K	Sell	3,028 -55	-2%	-$9.94K	0.04%	345
2026 Q1	$533K	Buy	3,083 +1,306	+73%	+$215K	0.03%	362
2025 Q4	$298K	Buy	+1,777	New	+$296K	0.02%	419
2023 Q3	–	Sell	-920	Closed	-$89.8K	–	549
2023 Q2	$89.8K	Buy	+920	New	+$84.4K	0.02%	229
2023 Q1	–	Sell	-1,142	Closed	-$93.1K	–	490
2022 Q4	$93.1K	Buy	+1,142	New	+$95.4K	0.02%	170

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

Fiduciary Alliance's IUSG Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, selling an estimated $9.94K and leaving 3,028 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #345.

Fiduciary Alliance first reported a position in IUSG in Q4 2022 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fiduciary Alliance held 3,028 shares of iShares Core S&P US Growth ETF worth $570K as of Q2 2026.
Fiduciary Alliance sold 55 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.94K.
iShares Core S&P US Growth ETF made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #345 holding.
Fiduciary Alliance first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.