Fortress Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fortress Financial Group’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	$5.75M	Sell	30,550 -65,777	-68%	-$11.9M	2.87%	6
2026 Q1	$14.9M	Buy	96,327 +3,710	+4%	+$611K	11.05%	1
2025 Q4	$15.6M	Buy	92,617 +1,270	+1%	+$212K	11.48%	1
2025 Q3	$15M	Buy	91,347 +1,108	+1%	+$174K	11.52%	1
2025 Q2	$13.6M	Sell	90,239 -6,058	-6%	-$821K	11.5%	1
2025 Q1	$12.2M	Buy	96,297 +3,046	+3%	+$421K	12.22%	2
2024 Q4	$13M	Buy	+93,251	New	+$12.8M	12.92%	1

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fortress Financial Group's IUSG Position: Q2 2026 in Review

Fortress Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 68% in Q2 2026, selling an estimated $11.9M and leaving 30,550 shares worth $5.75M. The position accounts for 2.87% of the portfolio, ranked #6.

Fortress Financial Group first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.6M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fortress Financial Group held 30,550 shares of iShares Core S&P US Growth ETF worth $5.75M as of Q2 2026.
Fortress Financial Group sold 65,777 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.9M.
iShares Core S&P US Growth ETF made up 2.87% of Fortress Financial Group's portfolio in Q2 2026, its #6 holding.
Fortress Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's iShares Core S&P US Growth ETF position peaked at $15.6M in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.