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

Foundry 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	$14.6M	Buy	77,418 +1,632	+2%	+$295K	6.3%	4
2026 Q1	$11.8M	Buy	75,786 +6,817	+10%	+$1.12M	5.83%	5
2025 Q4	$11.6M	Buy	68,969 +5,240	+8%	+$874K	5.8%	5
2025 Q3	$10.5M	Buy	63,729 +22,712	+55%	+$3.57M	5.51%	4
2025 Q2	$6.17M	Sell	41,017 -161	-0.4%	-$21.8K	3.51%	11
2025 Q1	$5.23M	Buy	41,178 +760	+2%	+$105K	3.22%	13
2024 Q4	$5.63M	Sell	40,418 -1,070	-3%	-$147K	3.49%	11
2024 Q3	$5.47M	Buy	41,488 +348	+0.8%	+$44.3K	3.42%	11
2024 Q2	$5.24M	Sell	41,140 -3,553	-8%	-$424K	3.61%	11
2024 Q1	$5.24M	Buy	44,693 +3,618	+9%	+$402K	3.74%	14
2023 Q4	$4.28M	Buy	+41,075	New	+$4.05M	3.62%	14

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

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

Foundry Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.2% in Q2 2026, buying an estimated $295K and bringing the position to 77,418 shares worth $14.6M. The position accounts for 6.3% of the portfolio, ranked #4.

Foundry Financial Group first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Foundry Financial Group held 77,418 shares of iShares Core S&P US Growth ETF worth $14.6M as of Q2 2026.
Foundry Financial Group bought 1,632 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $295K.
iShares Core S&P US Growth ETF made up 6.3% of Foundry Financial Group's portfolio in Q2 2026, its #4 holding.
Foundry Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.