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FourThought Financial Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

FourThought Financial Partners’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 		$741K Sell
3,938
-263
-6% -$47.5K 0.06% 169
2026
Q1 		$652K Sell
4,201
-27
-0.6% -$4.44K 0.06% 164
2025
Q4 		$710K Buy
4,228
+251
+6% +$41.9K 0.06% 170
2025
Q3 		$654K Hold
3,977
– – 0.06% 167
2025
Q2 		$598K Sell
3,977
-243
-6% -$32.9K 0.06% 171
2025
Q1 		$536K Sell
4,220
-32
-0.8% -$4.42K 0.06% 178
2024
Q4 		$593K Sell
4,252
-462
-10% -$63.4K 0.06% 174
2024
Q3 		$622K Hold
4,714
– – 0.07% 129
2024
Q2 		$601K Sell
4,714
-257
-5% -$30.7K 0.08% 136
2024
Q1 		$583K Sell
4,971
-480
-9% -$53.4K 0.07% 186
2023
Q4 		$567K Sell
5,451
-573
-10% -$56.4K 0.07% 182
2023
Q3 		$571K Buy
6,024
+367
+6% +$36K 0.08% 171
2023
Q2 		$552K Hold
5,657
– – 0.07% 177
2023
Q1 		$502K Sell
5,657
-361
-6% -$30.7K 0.07% 181
2022
Q4 		$491K Buy
+6,018
New +$503K 0.07% 187

Other funds holding IUSG

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

FourThought Financial Partners's IUSG Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.3% in Q2 2026, selling an estimated $47.5K and leaving 3,938 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #169.

FourThought Financial Partners first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 811 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • FourThought Financial Partners held 3,938 shares of iShares Core S&P US Growth ETF worth $741K as of Q2 2026.
  • FourThought Financial Partners sold 263 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $47.5K.
  • iShares Core S&P US Growth ETF made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #169 holding.
  • FourThought Financial Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.