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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
Q2 		$16.2M Buy
85,946
+79
+0.1% +$14.3K 5.24% 4
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Financial Council's IUSG Position: Q2 2026 in Review

Financial Council increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.09% in Q2 2026, buying an estimated $14.3K and bringing the position to 85,946 shares worth $16.2M. The position accounts for 5.24% of the portfolio, ranked #4.

Financial Council first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Financial Council held 85,946 shares of iShares Core S&P US Growth ETF worth $16.2M as of Q2 2026.
  • Financial Council bought 79 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Core S&P US Growth ETF made up 5.24% of Financial Council's portfolio in Q2 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 20 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.