Foundations Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Foundations Investment Advisors’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	$1.42M	Buy	7,547 +839	+13%	+$152K	0.01%	491
2026 Q1	$1.04M	Buy	6,708 +124	+2%	+$20.4K	0.01%	514
2025 Q4	$1.11M	Buy	6,584 +2,486	+61%	+$415K	0.01%	488
2025 Q3	$674K	Sell	4,098 -4,019	-50%	-$631K	0.01%	575
2025 Q2	$1.22M	Buy	8,117 +3,043	+60%	+$413K	0.02%	383
2025 Q1	$645K	Buy	5,074 +456	+10%	+$63.1K	0.01%	506
2024 Q4	$643K	Buy	4,618 +2,511	+119%	+$345K	0.01%	487
2024 Q3	$278K	Buy	+2,107	New	+$268K	0.01%	658
2023 Q3	–	Sell	-2,155	Closed	-$210K	–	658
2023 Q2	$210K	Buy	+2,155	New	+$198K	0.01%	539
2019 Q1	–	Sell	-9,719	Closed	-$558K	–	113
2018 Q4	$558K	Buy	+9,719	New	+$551K	0.12%	54

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 $104B AUM 28.3% 1-Year Est. Return

Foundations Investment Advisors's IUSG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, buying an estimated $152K and bringing the position to 7,547 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #491.

Foundations Investment Advisors first reported a position in IUSG in Q4 2018 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Foundations Investment Advisors held 7,547 shares of iShares Core S&P US Growth ETF worth $1.42M as of Q2 2026.
Foundations Investment Advisors bought 839 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P US Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #491 holding.
Foundations Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.