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Great Valley Advisor Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Great Valley Advisor 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 		$8.25M Buy
43,839
+9,033
+26% +$1.63M 0.13% 163
2026
Q1 		$5.4M Buy
34,806
+5,772
+20% +$950K 0.1% 185
2025
Q4 		$4.88M Buy
29,034
+211
+0.7% +$35.2K 0.09% 195
2025
Q3 		$4.74M Sell
28,823
-1,750
-6% -$275K 0.1% 187
2025
Q2 		$4.6M Buy
30,573
+4,228
+16% +$573K 0.1% 183
2025
Q1 		$3.35M Buy
26,345
+3,321
+14% +$459K 0.07% 236
2024
Q4 		$3.21M Sell
23,024
-399
-2% -$54.8K 0.07% 249
2024
Q3 		$3.09M Buy
23,423
+4,742
+25% +$603K 0.08% 250
2024
Q2 		$2.38M Buy
18,681
+4,188
+29% +$500K 0.07% 263
2024
Q1 		$1.7M Sell
14,493
-1,958
-12% -$218K 0.05% 295
2023
Q4 		$1.71M Buy
16,451
+161
+1% +$15.9K 0.06% 262
2023
Q3 		$1.55M Sell
16,290
-98
-0.6% -$9.62K 0.06% 251
2023
Q2 		$1.6M Sell
16,388
-991
-6% -$90.9K 0.07% 246
2023
Q1 		$1.54M Sell
17,379
-548
-3% -$46.7K 0.07% 246
2022
Q4 		$1.46M Buy
17,927
+6,202
+53% +$518K 0.07% 260
2022
Q3 		$940K Buy
11,725
+92
+0.8% +$8.29K 0.05% 313
2022
Q2 		$974K Sell
11,633
-111
-0.9% -$10.2K 0.05% 316
2022
Q1 		$1.24M Sell
11,744
-75
-0.6% -$7.79K 0.07% 249
2021
Q4 		$1.36M Buy
11,819
+214
+2% +$23.9K 0.08% 231
2021
Q3 		$1.19M Buy
11,605
+1,269
+12% +$134K 0.08% 229
2021
Q2 		$1.04M Buy
10,336
+7,430
+256% +$716K 0.08% 236
2021
Q1 		$264K Sell
2,906
-652
-18% -$58.8K 0.03% 431
2020
Q4 		$315K Sell
3,558
-231
-6% -$19.4K 0.03% 366
2020
Q3 		$303K Sell
3,789
-21
-0.6% -$1.65K 0.04% 326
2020
Q2 		$275K Buy
3,810
+230
+6% +$15.3K 0.05% 326
2020
Q1 		$204K Sell
3,580
-61
-2% -$4.01K 0.05% 287
2019
Q4 		$246K Sell
3,641
-102
-3% -$6.61K 0.05% 311
2019
Q3 		$235K Buy
+3,743
New +$237K 0.06% 303

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

Great Valley Advisor Group's IUSG Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 26% in Q2 2026, buying an estimated $1.63M and bringing the position to 43,839 shares worth $8.25M. The position accounts for 0.13% of the portfolio, ranked #163.

Great Valley Advisor Group first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Great Valley Advisor Group held 43,839 shares of iShares Core S&P US Growth ETF worth $8.25M as of Q2 2026.
  • Great Valley Advisor Group bought 9,033 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.63M.
  • iShares Core S&P US Growth ETF made up 0.13% of Great Valley Advisor Group's portfolio in Q2 2026, its #163 holding.
  • Great Valley Advisor Group first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.