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

Financial Council’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 		$13.3M Sell
85,867
-94
-0.1% -$15.5K 5.14% 4
2025
Q4 		$14.4M Sell
85,961
-447
-0.5% -$74.6K 5.76% 3
2025
Q3 		$14.2M Sell
86,408
-138
-0.2% -$21.7K 6.31% 3
2025
Q2 		$13M Sell
86,546
-219
-0.3% -$29.7K 6.28% 3
2025
Q1 		$11M Sell
86,765
-1,624
-2% -$225K 5.94% 4
2024
Q4 		$12.3M Sell
88,389
-316
-0.4% -$43.4K 6.35% 4
2024
Q3 		$11.7M Sell
88,705
-696
-0.8% -$88.5K 6.1% 4
2024
Q2 		$11.4M Sell
89,401
-3,192
-3% -$381K 6.37% 3
2024
Q1 		$10.9M Sell
92,593
-1,807
-2% -$201K 6.42% 3
2023
Q4 		$9.83M Buy
94,400
+593
+0.6% +$58.4K 6.59% 3
2023
Q3 		$8.9M Sell
93,807
-1,422
-1% -$140K 7.08% 3
2023
Q2 		$9.3M Sell
95,229
-6,804
-7% -$624K 7.1% 3
2023
Q1 		$9.06M Sell
102,033
-1,369
-1% -$117K 7.39% 3
2022
Q4 		$8.43M Buy
103,402
+119
+0.1% +$9.95K 5.28% 6
2022
Q3 		$8.28M Sell
103,283
-1,978
-2% -$178K 9.56% 1
2022
Q2 		$8.81M Buy
105,261
+618
+0.6% +$56.7K 10.99% 1
2022
Q1 		$11.1M Sell
104,643
-2,003
-2% -$208K 13.39% 1
2021
Q4 		$12.3M Buy
106,646
+101
+0.1% +$11.3K 14.73% 1
2021
Q3 		$10.9M Buy
+106,545
New +$11.3M 15.4% 1

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Council's IUSG Position: Q1 2026 in Review

Financial Council reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.11% in Q1 2026, selling an estimated $15.5K and leaving 85,867 shares worth $13.3M. The position accounts for 5.14% of the portfolio, ranked #4.

Financial Council first reported a position in IUSG in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Financial Council held 85,867 shares of iShares Core S&P US Growth ETF worth $13.3M as of Q1 2026.
  • Financial Council sold 94 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $15.5K.
  • iShares Core S&P US Growth ETF made up 5.14% of Financial Council's portfolio in Q1 2026, its #4 holding.
  • Financial Council first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's iShares Core S&P US Growth ETF position peaked at $14.4M in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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