BFC Planning, Inc.’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$100K Buy
+531
New +$95.9K ﹤0.01% 1239
2025
Q3
– Sell
-11
Closed -$1.67K – 2939
2025
Q2
$1.67K Buy
+11
New +$1.49K ﹤0.01% 2346

Other funds holding IUSG

BFC Planning, Inc.'s IUSG Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 531 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in IUSG as recently as Q2 2025.

BFC Planning, Inc. first reported a position in IUSG in Q2 2025 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • BFC Planning, Inc. held 531 shares of iShares Core S&P US Growth ETF worth $100K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new BFC Planning, Inc. position in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1239 holding.
  • BFC Planning, Inc. first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.