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

Financial Engines Advisors’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	$709K	Buy	3,771 +27	+0.7%	+$4.88K	﹤0.01%	357
2026 Q1	$581K	Buy	3,744 +220	+6%	+$36.2K	﹤0.01%	370
2025 Q4	$592K	Sell	3,524 -1,530	-30%	-$255K	﹤0.01%	375
2025 Q3	$832K	Buy	5,054 +129	+3%	+$20.3K	﹤0.01%	330
2025 Q2	$741K	Buy	4,925 +2,720	+123%	+$369K	﹤0.01%	334
2025 Q1	$280K	Buy	2,205 +501	+29%	+$69.3K	﹤0.01%	382
2024 Q4	$237K	Buy	1,704 +156	+10%	+$21.4K	﹤0.01%	415
2024 Q3	$204K	Buy	+1,548	New	+$197K	﹤0.01%	365
2023 Q2	–	Sell	-3,251	Closed	-$289K	–	296
2023 Q1	$289K	Sell	3,251 -4,522	-58%	-$385K	﹤0.01%	251
2022 Q4	$634K	Buy	+7,773	New	+$650K	﹤0.01%	202
2022 Q3	–	Sell	-2,852	Closed	-$238K	–	296
2022 Q2	$238K	Buy	2,852 +777	+37%	+$71.2K	﹤0.01%	270
2022 Q1	$219K	Sell	2,075 -984	-32%	-$102K	﹤0.01%	296
2021 Q4	$354K	Buy	+3,059	New	+$341K	﹤0.01%	191

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 $103B AUM 28.65% 1-Year Est. Return

Financial Engines Advisors's IUSG Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.72% in Q2 2026, buying an estimated $4.88K and bringing the position to 3,771 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Financial Engines Advisors first reported a position in IUSG in Q4 2021 and has held it in 13 quarters since. The position peaked at $832K in Q3 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Financial Engines Advisors held 3,771 shares of iShares Core S&P US Growth ETF worth $709K as of Q2 2026.
Financial Engines Advisors bought 27 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $4.88K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #357 holding.
Financial Engines Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 13 quarters since.
Financial Engines Advisors's iShares Core S&P US Growth ETF position peaked at $832K in Q3 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.