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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Planning's IUSG Position: Q1 2026 in Review

Holistic Planning reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.2% in Q1 2026, selling an estimated $38.2K and leaving 10,508 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #67.

Holistic Planning first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Holistic Planning held 10,508 shares of iShares Core S&P US Growth ETF worth $1.63M as of Q1 2026.
Holistic Planning sold 232 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $38.2K.
iShares Core S&P US Growth ETF made up 0.32% of Holistic Planning's portfolio in Q1 2026, its #67 holding.
Holistic Planning first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares Core S&P US Growth ETF position peaked at $1.8M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.