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

Financial Life Planners’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 		$31.2K Buy
166
+1
+0.6% +$181 0.02% 155
2026
Q1 		$25.7K Buy
+165
New +$27.2K 0.02% 166
2025
Q4 		– Sell
-165
Closed -$27.2K – 183
2025
Q3 		$27.2K Buy
+165
New +$25.9K 0.02% 173
2025
Q1 		– Sell
-165
Closed -$22.9K – 224
2024
Q4 		$22.9K Buy
+165
New +$22.6K 0.02% 192

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Financial Life Planners's IUSG Position: Q2 2026 in Review

Financial Life Planners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.61% in Q2 2026, buying an estimated $181 and bringing the position to 166 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #155.

Financial Life Planners first reported a position in IUSG in Q4 2024 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Financial Life Planners held 166 shares of iShares Core S&P US Growth ETF worth $31.2K as of Q2 2026.
  • Financial Life Planners bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #155 holding.
  • Financial Life Planners first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.