Graney & King’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Graney & King’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 Q1	$1.08M	Buy	6,960 +6	+0.1%	+$988	0.58%	25
2025 Q4	$1.17M	Sell	6,954 -22	-0.3%	-$3.67K	0.68%	23
2025 Q3	$1.15M	Sell	6,976 -19	-0.3%	-$2.98K	0.79%	23
2025 Q2	$1.05M	Buy	6,995 +10	+0.1%	+$1.36K	0.71%	23
2025 Q1	$888K	Buy	6,985 +3	+0%	+$415	0.66%	22
2024 Q4	$973K	Buy	+6,982	New	+$958K	0.74%	21

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graney & King's IUSG Position: Q1 2026 in Review

Graney & King increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.09% in Q1 2026, buying an estimated $988 and bringing the position to 6,960 shares worth $1.08M. The position accounts for 0.58% of the portfolio, ranked #25.

Graney & King first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Graney & King held 6,960 shares of iShares Core S&P US Growth ETF worth $1.08M as of Q1 2026.
Graney & King bought 6 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $988.
iShares Core S&P US Growth ETF made up 0.58% of Graney & King's portfolio in Q1 2026, its #25 holding.
Graney & King first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
Graney & King's iShares Core S&P US Growth ETF position peaked at $1.17M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.