HI
IUSG icon

Hoey Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hoey Investments’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 		$470K Hold
2,500
– – 0.06% 61
2026
Q1 		$388K Sell
2,500
-500
-17% -$82.3K 0.06% 66
2025
Q4 		$504K Hold
3,000
– – 0.07% 59
2025
Q3 		$494K Hold
3,000
– – 0.07% 53
2025
Q2 		$451K Hold
3,000
– – 0.07% 50
2025
Q1 		$381K Buy
+3,000
New +$415K 0.07% 56

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Hoey Investments's IUSG Position: Q2 2026 in Review

Hoey Investments held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,500 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #61.

Hoey Investments first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $504K in Q4 2025. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Hoey Investments held 2,500 shares of iShares Core S&P US Growth ETF worth $470K as of Q2 2026.
  • Hoey Investments left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.06% of Hoey Investments's portfolio in Q2 2026, its #61 holding.
  • Hoey Investments first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Hoey Investments's iShares Core S&P US Growth ETF position peaked at $504K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.