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Founders Financial Alliance’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Founders Financial Alliance’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 		$501K Buy
2,665
+47
+2% +$8.49K 0.07% 241
2026
Q1 		$406K Buy
2,618
+2,549
+3,694% +$420K 0.07% 242
2025
Q4 		$11.6K Sell
69
-528
-88% -$88.1K ﹤0.01% 497
2025
Q3 		$98.2K Buy
597
+528
+765% +$82.9K 0.02% 436
2025
Q2 		$10.4K Sell
69
-458
-87% -$62.1K ﹤0.01% 458
2025
Q1 		$67K Hold
527
– – 0.02% 417
2024
Q4 		$73.4K Buy
527
+1
+0.2% +$137 0.02% 351
2024
Q3 		$69.4K Hold
526
– – 0.02% 365
2024
Q2 		$67.1K Hold
526
– – 0.02% 351
2024
Q1 		$61.7K Hold
526
– – 0.02% 365
2023
Q4 		$54.8K Hold
526
– – 0.02% 332
2023
Q3 		$49.9K Sell
526
-112
-18% -$11K 0.02% 321
2023
Q2 		$62.3K Buy
638
+430
+207% +$39.4K 0.02% 327
2023
Q1 		$18.2K Sell
208
-318
-60% -$27.1K 0.01% 378
2022
Q4 		$42.9K Hold
526
– – 0.02% 341
2022
Q3 		$42K Hold
526
– – 0.02% 334
2022
Q2 		$44K Hold
526
– – 0.02% 345
2022
Q1 		$56K Hold
526
– – 0.02% 317
2021
Q4 		$61K Hold
526
– – 0.02% 346
2021
Q3 		$55K Sell
526
-26
-5% -$2.75K 0.03% 326
2021
Q2 		$55K Hold
552
– – 0.03% 338
2021
Q1 		$52K Sell
552
-189
-26% -$17K 0.03% 328
2020
Q4 		$65K Buy
741
+189
+34% +$15.9K 0.04% 276
2020
Q3 		$46K Buy
+552
New +$43.2K 0.03% 396

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 $103B AUM 28.65% 1-Year Est. Return

Founders Financial Alliance's IUSG Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, buying an estimated $8.49K and bringing the position to 2,665 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #241.

Founders Financial Alliance first reported a position in IUSG in Q3 2020 and has held it in 24 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Founders Financial Alliance held 2,665 shares of iShares Core S&P US Growth ETF worth $501K as of Q2 2026.
  • Founders Financial Alliance bought 47 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.49K.
  • iShares Core S&P US Growth ETF made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #241 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.