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

Fiduciary Financial Group’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 		$477K Sell
2,536
-329
-11% -$59.4K 0.05% 207
2026
Q1 		$444K Buy
2,865
+415
+17% +$68.3K 0.06% 198
2025
Q4 		$411K Sell
2,450
-130
-5% -$21.7K 0.06% 202
2025
Q3 		$425K Hold
2,580
– – 0.07% 175
2025
Q2 		$384K Hold
2,580
– – 0.07% 173
2025
Q1 		$314K Buy
+2,580
New +$357K 0.07% 179

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Fiduciary Financial Group's IUSG Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, selling an estimated $59.4K and leaving 2,536 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #207.

Fiduciary Financial Group first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Fiduciary Financial Group held 2,536 shares of iShares Core S&P US Growth ETF worth $477K as of Q2 2026.
  • Fiduciary Financial Group sold 329 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Core S&P US Growth ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #207 holding.
  • Fiduciary Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.