Independence Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Independence Financial Advisors’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	$5.48M	Sell	29,117 -10,905	-27%	-$1.97M	1.42%	23
2026 Q1	$6.21M	Sell	40,022 -24,426	-38%	-$4.02M	1.86%	22
2025 Q4	$10.8M	Sell	64,448 -769	-1%	-$128K	2.98%	17
2025 Q3	$10.7M	Sell	65,217 -8,943	-12%	-$1.4M	3.27%	16
2025 Q2	$11.2M	Sell	74,160 -419,551	-85%	-$56.9M	4.34%	10
2025 Q1	$62.7M	Buy	+493,711	New	+$68.3M	23.85%	1

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

Independence Financial Advisors's IUSG Position: Q2 2026 in Review

Independence Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 27% in Q2 2026, selling an estimated $1.97M and leaving 29,117 shares worth $5.48M. The position accounts for 1.42% of the portfolio, ranked #23.

Independence Financial Advisors first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $62.7M in Q1 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Independence Financial Advisors held 29,117 shares of iShares Core S&P US Growth ETF worth $5.48M as of Q2 2026.
Independence Financial Advisors sold 10,905 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.97M.
iShares Core S&P US Growth ETF made up 1.42% of Independence Financial Advisors's portfolio in Q2 2026, its #23 holding.
Independence Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares Core S&P US Growth ETF position peaked at $62.7M in Q1 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.