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IFS Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

IFS Group’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 		– Sell
-12,637
Closed -$1.96M – 112
2026
Q1 		$1.96M Buy
+12,637
New +$2.08M 1.75% 16
2025
Q3 		$2.01M Buy
+12,137
New +$1.91M 1.76% 15

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

IFS Group's IUSG Position: Q2 2026 in Review

IFS Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 12,637 shares — an estimated $1.96M sold.

IFS Group first reported a position in IUSG in Q3 2025 and held it in 2 quarters. The position peaked at $2.01M in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • IFS Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • IFS Group sold 12,637 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.96M.
  • IFS Group first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 2 quarters.
  • IFS Group's iShares Core S&P US Growth ETF position peaked at $2.01M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.