Holistic Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Holistic Planning’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	$2.2M	Buy	11,670 +1,162	+11%	+$210K	0.34%	66
2026 Q1	$1.63M	Sell	10,508 -232	-2%	-$38.2K	0.32%	67
2025 Q4	$1.8M	Sell	10,740 -51	-0.5%	-$8.51K	0.38%	54
2025 Q3	$1.78M	Sell	10,791 -97	-0.9%	-$15.2K	0.47%	42
2025 Q2	$1.64M	Buy	10,888 +1,177	+12%	+$160K	0.47%	42
2025 Q1	$1.23M	Sell	9,711 -83	-0.8%	-$11.5K	0.42%	47
2024 Q4	$1.36M	Sell	9,794 -456	-4%	-$62.6K	0.49%	40
2024 Q3	$1.35M	Sell	10,250 -1,369	-12%	-$174K	0.57%	36
2024 Q2	$1.36M	Hold	11,619	–	–	1.05%	30
2024 Q1	$1.36M	Sell	11,619 -1,447	-11%	-$161K	1.04%	30
2023 Q4	$1.36M	Buy	+13,066	New	+$1.29M	1.15%	30

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 $104B AUM 28.3% 1-Year Est. Return

Holistic Planning's IUSG Position: Q2 2026 in Review

Holistic Planning increased its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, buying an estimated $210K and bringing the position to 11,670 shares worth $2.2M. The position accounts for 0.34% of the portfolio, ranked #66.

Holistic Planning first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Holistic Planning held 11,670 shares of iShares Core S&P US Growth ETF worth $2.2M as of Q2 2026.
Holistic Planning bought 1,162 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $210K.
iShares Core S&P US Growth ETF made up 0.34% of Holistic Planning's portfolio in Q2 2026, its #66 holding.
Holistic Planning first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.