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Hershey Financial Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-3,454
Closed -$580K – 92
2025
Q4 		$580K Buy
+3,454
New +$576K 0.49% 63
2025
Q3 		– Sell
-3,731
Closed -$561K – 85
2025
Q2 		$561K Buy
+3,731
New +$506K 0.5% 53
2024
Q2 		$25.1K Buy
+197
New +$23.5K 0.02% 87

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hershey Financial Advisers's IUSG Position: Q1 2026 in Review

Hershey Financial Advisers sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 3,454 shares — an estimated $580K sold.

Hershey Financial Advisers first reported a position in IUSG in Q2 2024 and held it in 3 quarters. The position peaked at $580K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Hershey Financial Advisers reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 3,454 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $580K.
  • Hershey Financial Advisers first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's iShares Core S&P US Growth ETF position peaked at $580K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.