Global Assets Advisory’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
$301K Buy
+1,602
New +$289K 0.07% 260
2026
Q1
Sell
-1,479
Closed -$248K 526
2025
Q4
$248K Hold
1,479
0.07% 250
2025
Q3
$243K Buy
+1,479
New +$232K 0.07% 235

Other funds holding IUSG

Global Assets Advisory's IUSG Position: Q2 2026 in Review

Global Assets Advisory opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,602 shares worth $301K. The stake represents 0.07% of the portfolio and ranks #260 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in IUSG as recently as Q4 2025.

Global Assets Advisory first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Global Assets Advisory held 1,602 shares of iShares Core S&P US Growth ETF worth $301K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Global Assets Advisory position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.07% of Global Assets Advisory's portfolio in Q2 2026, its #260 holding.
  • Global Assets Advisory first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.