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Hoese & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hoese & Co’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 		$64.5K Hold
333
– – 0.04% 98
2026
Q2 		$62.6K Hold
333
– – 0.04% 104
2026
Q1 		$51.7K Hold
333
– – 0.04% 94
2025
Q4 		$55.9K Hold
333
– – 0.04% 87
2025
Q3 		$54.8K Hold
333
– – 0.04% 80
2025
Q2 		$50.1K Hold
333
– – 0.04% 94
2025
Q1 		$42.3K Hold
333
– – 0.04% 75
2024
Q4 		$46.4K Buy
+333
New +$45.7K 0.04% 75

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
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
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Hoese & Co's IUSG Position: Q3 2026 in Review

Hoese & Co held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 333 shares worth $64.5K. The position accounts for 0.04% of the portfolio, ranked #98.

Hoese & Co first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Hoese & Co held 333 shares of iShares Core S&P US Growth ETF worth $64.5K as of Q3 2026.
  • Hoese & Co left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.04% of Hoese & Co's portfolio in Q3 2026, its #98 holding.
  • Hoese & Co first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.