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Helen Stephens Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Helen Stephens 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 		$39.8M Buy
211,338
+13,019
+7% +$2.35M 6.75% 6
2026
Q1 		$30.8M Buy
198,319
+288
+0.1% +$47.4K 6.14% 6
2025
Q4 		$33.3M Sell
198,031
-3,231
-2% -$539K 6.98% 5
2025
Q3 		$33.1M Sell
201,262
-3,406
-2% -$535K 7.35% 4
2025
Q2 		$30.8M Buy
204,668
+12,072
+6% +$1.64M 7.64% 4
2025
Q1 		$24.5M Buy
192,596
+14,368
+8% +$1.99M 6.93% 6
2024
Q4 		$24.8M Buy
178,228
+19,189
+12% +$2.63M 7.36% 5
2024
Q3 		$21M Buy
159,039
+11,101
+8% +$1.41M 6.37% 4
2024
Q2 		$18.9M Buy
147,938
+11,515
+8% +$1.37M 6.52% 4
2024
Q1 		$16M Buy
136,423
+7,256
+6% +$807K 6.17% 5
2023
Q4 		$13.4M Buy
129,167
+7,248
+6% +$714K 6.02% 4
2023
Q3 		$11.6M Buy
121,919
+311
+0.3% +$30.5K 5.98% 4
2023
Q2 		$11.9M Buy
121,608
+2,985
+3% +$274K 6% 4
2023
Q1 		$10.5M Buy
118,623
+10,287
+9% +$876K 5.47% 4
2022
Q4 		$8.83M Buy
108,336
+25,470
+31% +$2.13M 5.27% 7
2022
Q3 		$6.64M Sell
82,866
-21,387
-21% -$1.93M 4.66% 8
2022
Q2 		$8.73M Buy
104,253
+22,491
+28% +$2.06M 6.19% 6
2022
Q1 		$8.64M Buy
81,762
+13,178
+19% +$1.37M 5.96% 5
2021
Q4 		$7.93M Buy
+68,584
New +$7.65M 6.36% 7

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Helen Stephens Group's IUSG Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.6% in Q2 2026, buying an estimated $2.35M and bringing the position to 211,338 shares worth $39.8M. The position accounts for 6.75% of the portfolio, ranked #6.

Helen Stephens Group first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Helen Stephens Group held 211,338 shares of iShares Core S&P US Growth ETF worth $39.8M as of Q2 2026.
  • Helen Stephens Group bought 13,019 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.35M.
  • iShares Core S&P US Growth ETF made up 6.75% of Helen Stephens Group's portfolio in Q2 2026, its #6 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.