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

Financial Consulate’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 Q1	$67.9K	Hold	438	–	–	0.01%	275
2025 Q4	$73.6K	Hold	438	–	–	0.01%	272
2025 Q3	$72.1K	Buy	+438	New	+$68.8K	0.01%	271
2019 Q4	–	Sell	-9,435	Closed	-$593K	–	107
2019 Q3	$593K	Buy	9,435 +385	+4%	+$24.3K	0.26%	56
2019 Q2	$567K	Buy	9,050 +380	+4%	+$23.4K	0.26%	55
2019 Q1	$523K	Buy	8,670 +2,032	+31%	+$117K	0.24%	63
2018 Q4	$350K	Sell	6,638 -798	-11%	-$45.2K	0.21%	75
2018 Q3	$462K	Sell	7,436 -6,973	-48%	-$421K	0.26%	73
2018 Q2	$824K	Buy	14,409 +3,246	+29%	+$183K	0.42%	49
2018 Q1	$610K	Buy	11,163 +3,019	+37%	+$169K	0.32%	54
2017 Q4	$438K	Buy	8,144 +6	+0.1%	+$316	0.22%	69
2017 Q3	$411K	Buy	8,138 +812	+11%	+$40.2K	0.22%	68
2017 Q2	$353K	Buy	7,326 +838	+13%	+$40K	0.21%	69
2017 Q1	$301K	Buy	+6,488	New	+$294K	0.19%	72

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Consulate's IUSG Position: Q1 2026 in Review

Financial Consulate held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 438 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #275.

Financial Consulate first reported a position in IUSG in Q1 2017 and has held it in 14 quarters since. The position peaked at $824K in Q2 2018. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Financial Consulate held 438 shares of iShares Core S&P US Growth ETF worth $67.9K as of Q1 2026.
Financial Consulate left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #275 holding.
Financial Consulate first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and has held it in 14 quarters since.
Financial Consulate's iShares Core S&P US Growth ETF position peaked at $824K in Q2 2018.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.