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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
Q2 		$1.31M Buy
6,968
+8
+0.1% +$1.45K 0.47% 23
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
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

Graney & King's IUSG Position: Q2 2026 in Review

Graney & King increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.11% in Q2 2026, buying an estimated $1.45K and bringing the position to 6,968 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #23.

Graney & King first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Graney & King held 6,968 shares of iShares Core S&P US Growth ETF worth $1.31M as of Q2 2026.
  • Graney & King bought 8 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.45K.
  • iShares Core S&P US Growth ETF made up 0.47% of Graney & King's portfolio in Q2 2026, its #23 holding.
  • Graney & King first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.