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Goldstein Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Goldstein Advisors’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 		$340K Hold
1,809
– – 0.03% 176
2026
Q1 		$281K Sell
1,809
-113
-6% -$18.6K 0.03% 162
2025
Q4 		$323K Sell
1,922
-70
-4% -$11.7K 0.04% 138
2025
Q3 		$328K Hold
1,992
– – 0.04% 132
2025
Q2 		$300K Sell
1,992
-23
-1% -$3.12K 0.04% 134
2025
Q1 		$256K Sell
2,015
-131
-6% -$18.1K 0.04% 153
2024
Q4 		$299K Buy
2,146
+24
+1% +$3.29K 0.04% 136
2024
Q3 		$280K Sell
2,122
-293
-12% -$37.3K 0.04% 135
2024
Q2 		$308K Sell
2,415
-32
-1% -$3.82K 0.05% 112
2024
Q1 		$287K Sell
2,447
-10
-0.4% -$1.11K 0.05% 119
2023
Q4 		$256K Sell
2,457
-121
-5% -$11.9K 0.04% 149
2023
Q3 		$244K Sell
2,578
-61
-2% -$5.99K 0.05% 114
2023
Q2 		$258K Hold
2,639
– – 0.05% 116
2023
Q1 		$234K Sell
2,639
-203
-7% -$17.3K 0.05% 121
2022
Q4 		$232K Buy
+2,842
New +$238K 0.06% 116

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldstein Advisors's IUSG Position: Q2 2026 in Review

Goldstein Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,809 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #176.

Goldstein Advisors first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Goldstein Advisors held 1,809 shares of iShares Core S&P US Growth ETF worth $340K as of Q2 2026.
  • Goldstein Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #176 holding.
  • Goldstein Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.