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Frederick Financial Consultants’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Frederick Financial Consultants’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 		$385K Buy
2,480
+8
+0.3% +$1.32K 0.19% 65
2025
Q4 		$415K Sell
2,472
-121
-5% -$20.2K 0.23% 64
2025
Q3 		$427K Sell
2,593
-163
-6% -$25.6K 0.24% 59
2025
Q2 		$414K Sell
2,756
-140
-5% -$19K 0.26% 57
2025
Q1 		$368K Buy
2,896
+32
+1% +$4.42K 0.27% 59
2024
Q4 		$399K Buy
+2,864
New +$393K 0.32% 47

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

Frederick Financial Consultants's IUSG Position: Q1 2026 in Review

Frederick Financial Consultants increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.32% in Q1 2026, buying an estimated $1.32K and bringing the position to 2,480 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #65.

Frederick Financial Consultants first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Frederick Financial Consultants held 2,480 shares of iShares Core S&P US Growth ETF worth $385K as of Q1 2026.
  • Frederick Financial Consultants bought 8 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.32K.
  • iShares Core S&P US Growth ETF made up 0.19% of Frederick Financial Consultants's portfolio in Q1 2026, its #65 holding.
  • Frederick Financial Consultants first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's iShares Core S&P US Growth ETF position peaked at $427K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.