Goldstone Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Goldstone Financial Group’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	$27.8M	Buy	147,931 +12,426	+9%	+$2.24M	2.54%	5
2026 Q1	$21M	Buy	135,505 +22,035	+19%	+$3.63M	2.28%	7
2025 Q4	$19.1M	Buy	113,470 +5,292	+5%	+$883K	2.12%	9
2025 Q3	$17.8M	Buy	108,178 +4,186	+4%	+$657K	2.11%	9
2025 Q2	$15.8M	Buy	103,992 +1,168	+1%	+$158K	2.08%	9
2025 Q1	$13.1M	Buy	102,824 +7,350	+8%	+$1.02M	1.98%	9
2024 Q4	$13.3M	Buy	95,474 +3,904	+4%	+$536K	2.08%	10
2024 Q3	$12.1M	Buy	91,570 +6,888	+8%	+$876K	2.1%	11
2024 Q2	$10.8M	Buy	84,682 +7,792	+10%	+$929K	2.17%	11
2024 Q1	$9.01M	Buy	76,890 +3,646	+5%	+$406K	2.07%	13
2023 Q4	$7.62M	Buy	73,244 +6,410	+10%	+$631K	1.97%	13
2023 Q3	$6.34M	Sell	66,834 -66	-0.1%	-$6.48K	1.88%	15
2023 Q2	$6.53M	Buy	66,900 +968	+1%	+$88.8K	1.92%	16
2023 Q1	$5.85M	Buy	+65,932	New	+$5.61M	1.93%	15

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 $104B AUM 28.3% 1-Year Est. Return

Goldstone Financial Group's IUSG Position: Q2 2026 in Review

Goldstone Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 9.2% in Q2 2026, buying an estimated $2.24M and bringing the position to 147,931 shares worth $27.8M. The position accounts for 2.54% of the portfolio, ranked #5.

Goldstone Financial Group first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Goldstone Financial Group held 147,931 shares of iShares Core S&P US Growth ETF worth $27.8M as of Q2 2026.
Goldstone Financial Group bought 12,426 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.24M.
iShares Core S&P US Growth ETF made up 2.54% of Goldstone Financial Group's portfolio in Q2 2026, its #5 holding.
Goldstone Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.