Heritage Family Offices’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Family Offices’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	$336K	Hold	1,785	–	–	0.13%	130
2026 Q1	$277K	Hold	1,785	–	–	0.12%	156
2025 Q4	$300K	Hold	1,785	–	–	0.14%	142
2025 Q3	$294K	Hold	1,785	–	–	0.14%	139
2025 Q2	$227K	Hold	1,785	–	–	0.11%	161
2025 Q1	$227K	Hold	1,785	–	–	0.12%	158
2024 Q4	$249K	Hold	1,785	–	–	0.12%	154
2024 Q3	$235K	Hold	1,785	–	–	0.12%	159
2024 Q2	$228K	Buy	+1,785	New	+$213K	0.13%	151

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Heritage Family Offices's IUSG Position: Q2 2026 in Review

Heritage Family Offices held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,785 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #130.

Heritage Family Offices first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Heritage Family Offices held 1,785 shares of iShares Core S&P US Growth ETF worth $336K as of Q2 2026.
Heritage Family Offices left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #130 holding.
Heritage Family Offices first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.