Financial Council
IUSG icon

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
Q3 		$16.6M Sell
85,728
-218
-0.3% -$41.3K 5.25% 4
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 		$9.8M 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% +$9.9K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Financial Council's IUSG Position: Q3 2026 in Review

Financial Council reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.25% in Q3 2026, selling an estimated $41.3K and leaving 85,728 shares worth $16.6M. The position accounts for 5.25% of the portfolio, ranked #4.

Financial Council first reported a position in IUSG in Q3 2021 and has held it in 21 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Financial Council held 85,728 shares of iShares Core S&P US Growth ETF worth $16.6M as of Q3 2026.
  • Financial Council sold 218 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $41.3K.
  • iShares Core S&P US Growth ETF made up 5.25% of Financial Council's portfolio in Q3 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 21 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.