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Formidable Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Formidable Asset Management’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 		– Sell
-1,208
Closed -$203K – 403
2026
Q1 		$203K Buy
+1,208
New +$199K 0.03% 365
2024
Q2 		– Sell
-1,208
Closed -$142K – 418
2024
Q1 		$142K Buy
+1,208
New +$134K 0.02% 350

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Formidable Asset Management's IUSG Position: Q2 2026 in Review

Formidable Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 1,208 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in IUSG in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Formidable Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Formidable Asset Management sold 1,208 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $203K.
  • Formidable Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 2 quarters.
  • Formidable Asset Management's iShares Core S&P US Growth ETF position peaked at $203K in Q1 2026.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.