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

Founders Financial Securities’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 		$19.7M Buy
119,557
+9,136
+8% +$1.5M 1.11% 17
2025
Q4 		$18.5M Buy
110,421
+1,913
+2% +$319K 1.09% 18
2025
Q3 		$17.9M Buy
108,508
+11,053
+11% +$1.74M 1.21% 18
2025
Q2 		$14.7M Sell
97,455
-20
-0% -$2.71K 1.11% 19
2025
Q1 		$12.6M Buy
97,475
+1,544
+2% +$214K 1.06% 21
2024
Q4 		$13.4M Buy
95,931
+14,743
+18% +$2.02M 1.21% 16
2024
Q3 		$10.7M Sell
81,188
-5,798
-7% -$737K 0.99% 26
2024
Q2 		$11.1M Buy
86,986
+2,779
+3% +$331K 1.05% 24
2024
Q1 		$9.87M Buy
84,207
+2,943
+4% +$327K 1.04% 26
2023
Q4 		$8.46M Buy
81,264
+7,224
+10% +$712K 0.94% 27
2023
Q3 		$7.02M Buy
74,040
+5,169
+8% +$507K 0.91% 27
2023
Q2 		$6.72M Buy
68,871
+14,427
+26% +$1.32M 0.89% 30
2023
Q1 		$4.83M Buy
54,444
+5,876
+12% +$500K 0.7% 37
2022
Q4 		$3.96M Buy
48,568
+21,575
+80% +$1.8M 0.62% 37
2022
Q3 		$2.16M Buy
26,993
+15,018
+125% +$1.35M 0.38% 59
2022
Q2 		$1M Buy
+11,975
New +$1.1M 0.2% 98

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Securities's IUSG Position: Q1 2026 in Review

Founders Financial Securities increased its iShares Core S&P US Growth ETF (IUSG) stake by 8.3% in Q1 2026, buying an estimated $1.5M and bringing the position to 119,557 shares worth $19.7M. The position accounts for 1.11% of the portfolio, ranked #17.

Founders Financial Securities first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Founders Financial Securities held 119,557 shares of iShares Core S&P US Growth ETF worth $19.7M as of Q1 2026.
  • Founders Financial Securities bought 9,136 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.5M.
  • iShares Core S&P US Growth ETF made up 1.11% of Founders Financial Securities's portfolio in Q1 2026, its #17 holding.
  • Founders Financial Securities first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.