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IFG Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

IFG Advisory’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 		$14.3M Buy
+75,859
New +$13.7M 0.5% 37
2026
Q1 		– Sell
-68,617
Closed -$11.5M – 622
2025
Q4 		$11.5M Buy
68,617
+3,998
+6% +$667K 0.5% 45
2025
Q3 		$10.6M Buy
64,619
+3,397
+6% +$534K 0.48% 49
2025
Q2 		$9.21M Buy
61,222
+5,933
+11% +$804K 0.46% 52
2025
Q1 		$7.03M Sell
55,289
-1,226
-2% -$170K 0.39% 65
2024
Q4 		$7.88M Buy
56,515
+11,944
+27% +$1.64M 0.45% 54
2024
Q3 		$5.88M Buy
44,571
+5,296
+13% +$673K 0.37% 68
2024
Q2 		$5.01M Buy
39,275
+10,781
+38% +$1.29M 0.32% 77
2024
Q1 		$3.34M Buy
28,494
+12,929
+83% +$1.44M 0.25% 119
2023
Q4 		$1.62M Buy
15,565
+4,818
+45% +$475K 0.12% 200
2023
Q3 		$1.02M Buy
+10,747
New +$1.05M 0.09% 225
2023
Q2 		– Sell
-9,318
Closed -$827K – 411
2023
Q1 		$827K Buy
9,318
+532
+6% +$45.3K 0.08% 235
2022
Q4 		$716K Sell
8,786
-31
-0.4% -$2.59K 0.07% 253
2022
Q3 		$707K Buy
8,817
+1,701
+24% +$153K 0.06% 264
2022
Q2 		$595K Sell
7,116
-114
-2% -$10.5K 0.06% 267
2022
Q1 		$763K Buy
7,230
+442
+7% +$45.9K 0.08% 237
2021
Q4 		$785K Buy
6,788
+46
+0.7% +$5.13K 0.08% 232
2021
Q3 		$690K Buy
6,742
+384
+6% +$40.6K 0.07% 232
2021
Q2 		$642K Sell
6,358
-655
-9% -$63.1K 0.07% 249
2021
Q1 		$636K Sell
7,013
-2,737
-28% -$247K 0.08% 257
2020
Q4 		$864K Sell
9,750
-2,784
-22% -$234K 0.12% 189
2020
Q3 		$1M Buy
12,534
+732
+6% +$57.3K 0.16% 149
2020
Q2 		$848K Sell
11,802
-628
-5% -$41.7K 0.15% 158
2020
Q1 		$709K Buy
12,430
+735
+6% +$48.4K 0.16% 155
2019
Q4 		$791K Sell
11,695
-558
-5% -$36.1K 0.14% 170
2019
Q3 		$770K Buy
+12,253
New +$775K 0.15% 169

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IFG Advisory's IUSG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 75,859 shares worth $14.3M. The stake represents 0.5% of the portfolio and ranks #37 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IUSG as recently as Q4 2025.

IFG Advisory first reported a position in IUSG in Q3 2019 and has held it in 26 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • IFG Advisory held 75,859 shares of iShares Core S&P US Growth ETF worth $14.3M as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new IFG Advisory position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.5% of IFG Advisory's portfolio in Q2 2026, its #37 holding.
  • IFG Advisory first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 26 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.