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 Q3	$580K	Sell	2,996 -32	-1%	-$6.06K	0.04%	292
2026 Q2	$570K	Sell	3,028 -55	-2%	-$9.9K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Fiduciary Alliance's IUSG Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q3 2026, selling an estimated $6.06K and leaving 2,996 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #292.

Fiduciary Alliance first reported a position in IUSG in Q4 2022 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Fiduciary Alliance held 2,996 shares of iShares Core S&P US Growth ETF worth $580K as of Q3 2026.
Fiduciary Alliance sold 32 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $6.06K.
iShares Core S&P US Growth ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #292 holding.
Fiduciary Alliance first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 6 quarters since.
743 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.