Focus Partners Advisor Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Focus Partners Advisor Solutions’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	$511K	Buy	3,293 +1,777	+117%	+$293K	0.01%	777
2025 Q4	$255K	Buy	+1,516	New	+$253K	﹤0.01%	938
2025 Q3	–	Sell	-1,517	Closed	-$228K	–	1213
2025 Q2	$228K	Buy	+1,517	New	+$206K	﹤0.01%	976
2023 Q2	–	Sell	-80,715	Closed	-$7.17M	–	392
2023 Q1	$7.17M	Buy	80,715 +8,962	+12%	+$763K	0.46%	31
2022 Q4	$5.85M	Buy	71,753 +49,219	+218%	+$4.11M	0.45%	36
2022 Q3	$1.81M	Buy	+22,534	New	+$2.03M	0.11%	95

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 $9.54B AUM 19.86% 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

Focus Partners Advisor Solutions's IUSG Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core S&P US Growth ETF (IUSG) stake by 117% in Q1 2026, buying an estimated $293K and bringing the position to 3,293 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #777.

Focus Partners Advisor Solutions first reported a position in IUSG in Q3 2022 and has held it in 6 quarters since. The position peaked at $7.17M in Q1 2023. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Focus Partners Advisor Solutions held 3,293 shares of iShares Core S&P US Growth ETF worth $511K as of Q1 2026.
Focus Partners Advisor Solutions bought 1,777 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $293K.
iShares Core S&P US Growth ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #777 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's iShares Core S&P US Growth ETF position peaked at $7.17M in Q1 2023.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.