FPH
IUSG icon

Financial Planning Hawaii’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Planning Hawaii’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 		$524K Hold
2,785
– – 0.28% 77
2026
Q1 		$432K Hold
2,785
– – 0.25% 84
2025
Q4 		$468K Buy
+2,785
New +$465K 0.27% 85

Other funds holding IUSG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Financial Planning Hawaii's IUSG Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,785 shares worth $524K. The position accounts for 0.28% of the portfolio, ranked #77.

Financial Planning Hawaii first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Financial Planning Hawaii held 2,785 shares of iShares Core S&P US Growth ETF worth $524K as of Q2 2026.
  • Financial Planning Hawaii left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.28% of Financial Planning Hawaii's portfolio in Q2 2026, its #77 holding.
  • Financial Planning Hawaii first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.