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

Financial Management Network’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	$376K	Hold	2,286	–	–	0.06%	146
2025 Q4	$384K	Sell	2,286 -61	-3%	-$10.2K	0.06%	134
2025 Q3	$389K	Buy	2,347 +61	+3%	+$9.58K	0.06%	133
2025 Q2	$347K	Hold	2,286	–	–	0.06%	134
2025 Q1	$264K	Hold	2,286	–	–	0.06%	137
2024 Q4	$324K	Hold	2,286	–	–	0.07%	130
2024 Q3	$301K	Hold	2,286	–	–	0.06%	140
2024 Q2	$301K	Hold	2,286	–	–	0.07%	125
2024 Q1	$263K	Hold	2,286	–	–	0.07%	135
2023 Q4	$231K	Hold	2,286	–	–	0.07%	126
2023 Q3	$216K	Hold	2,286	–	–	0.07%	139
2023 Q2	$223K	Hold	2,286	–	–	0.08%	135
2023 Q1	$203K	Buy	+2,286	New	+$195K	0.08%	122
2022 Q2	–	Sell	-2,286	Closed	-$246K	–	127
2022 Q1	$246K	Hold	2,286	–	–	0.12%	103
2021 Q4	$264K	Hold	2,286	–	–	0.12%	110
2021 Q3	$232K	Hold	2,286	–	–	0.12%	114
2021 Q2	$235K	Hold	2,286	–	–	0.12%	112
2021 Q1	$221K	Buy	+2,286	New	+$206K	0.11%	116

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Network's IUSG Position: Q1 2026 in Review

Financial Management Network held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 2,286 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #146.

Financial Management Network first reported a position in IUSG in Q1 2021 and has held it in 18 quarters since. The position peaked at $389K in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Financial Management Network held 2,286 shares of iShares Core S&P US Growth ETF worth $376K as of Q1 2026.
Financial Management Network left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #146 holding.
Financial Management Network first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 18 quarters since.
Financial Management Network's iShares Core S&P US Growth ETF position peaked at $389K in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.