GoalVest Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

GoalVest Advisory’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	$17.3K	Hold	92	–	–	﹤0.01%	317
2026 Q1	$14.3K	Sell	92 -31	-25%	-$5.1K	﹤0.01%	352
2025 Q4	$20.7K	Hold	123	–	–	﹤0.01%	350
2025 Q3	$20.2K	Hold	123	–	–	﹤0.01%	293
2025 Q2	$18.5K	Buy	+123	New	+$16.7K	﹤0.01%	277

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 $103B AUM 28.65% 1-Year Est. Return

GoalVest Advisory's IUSG Position: Q2 2026 in Review

GoalVest Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 92 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

GoalVest Advisory first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.7K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

GoalVest Advisory held 92 shares of iShares Core S&P US Growth ETF worth $17.3K as of Q2 2026.
GoalVest Advisory left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #317 holding.
GoalVest Advisory first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
GoalVest Advisory's iShares Core S&P US Growth ETF position peaked at $20.7K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.