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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
Q3 		$17.8K Hold
92
– – ﹤0.01% 332
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

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

GoalVest Advisory's IUSG Position: Q3 2026 in Review

GoalVest Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 92 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

GoalVest Advisory first reported a position in IUSG in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.7K in Q4 2025. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • GoalVest Advisory held 92 shares of iShares Core S&P US Growth ETF worth $17.8K as of Q3 2026.
  • GoalVest Advisory left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #332 holding.
  • GoalVest Advisory first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • GoalVest Advisory's iShares Core S&P US Growth ETF position peaked at $20.7K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.