Helen Stephens Group
IUSG icon

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
Q3 		$43.2M Buy
223,087
+11,749
+6% +$2.23M 6.89% 4
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Helen Stephens Group's IUSG Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.6% in Q3 2026, buying an estimated $2.23M and bringing the position to 223,087 shares worth $43.2M. The position accounts for 6.89% of the portfolio, ranked #4.

Helen Stephens Group first reported a position in IUSG in Q4 2021 and has held it in 20 quarters since. 406 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Helen Stephens Group held 223,087 shares of iShares Core S&P US Growth ETF worth $43.2M as of Q3 2026.
  • Helen Stephens Group bought 11,749 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $2.23M.
  • iShares Core S&P US Growth ETF made up 6.89% of Helen Stephens Group's portfolio in Q3 2026, its #4 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.