Fielder Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fielder Capital 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	$672K	Sell	3,573 -173	-5%	-$31.2K	0.15%	109
2026 Q1	$581K	Hold	3,746	–	–	0.13%	110
2025 Q4	$629K	Hold	3,746	–	–	0.13%	94
2025 Q3	$616K	Hold	3,746	–	–	0.14%	97
2025 Q2	$563K	Hold	3,746	–	–	0.15%	94
2025 Q1	$476K	Hold	3,746	–	–	0.14%	101
2024 Q4	$522K	Hold	3,746	–	–	0.16%	96
2024 Q3	$494K	Hold	3,746	–	–	0.16%	92
2024 Q2	$478K	Sell	3,746 -162	-4%	-$19.3K	0.18%	83
2024 Q1	$458K	Hold	3,908	–	–	0.2%	75
2023 Q4	$407K	Buy	+3,908	New	+$385K	0.25%	73

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

Fielder Capital Group's IUSG Position: Q2 2026 in Review

Fielder Capital Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.6% in Q2 2026, selling an estimated $31.2K and leaving 3,573 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #109.

Fielder Capital Group first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fielder Capital Group held 3,573 shares of iShares Core S&P US Growth ETF worth $672K as of Q2 2026.
Fielder Capital Group sold 173 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $31.2K.
iShares Core S&P US Growth ETF made up 0.15% of Fielder Capital Group's portfolio in Q2 2026, its #109 holding.
Fielder Capital Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.