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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
Q3 		$357K Buy
1,840
+31
+2% +$5.87K 0.03% 174
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Goldstein Advisors's IUSG Position: Q3 2026 in Review

Goldstein Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.7% in Q3 2026, buying an estimated $5.87K and bringing the position to 1,840 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #174.

Goldstein Advisors first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Goldstein Advisors held 1,840 shares of iShares Core S&P US Growth ETF worth $357K as of Q3 2026.
  • Goldstein Advisors bought 31 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $5.87K.
  • iShares Core S&P US Growth ETF made up 0.03% of Goldstein Advisors's portfolio in Q3 2026, its #174 holding.
  • Goldstein Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.