Independent Advisor Alliance’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Independent Advisor Alliance’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	-45,002	Closed	-$6.98M	–	1369
2026 Q1	$6.98M	Buy	+45,002	New	+$7.41M	0.07%	244
2025 Q1	–	Sell	-28,919	Closed	-$4.03M	–	1098
2024 Q4	$4.03M	Buy	+28,919	New	+$3.97M	0.05%	319
2020 Q2	–	Sell	-3,885	Closed	-$222K	–	516
2020 Q1	$222K	Sell	3,885 -77,343	-95%	-$5.09M	0.03%	341
2019 Q4	$5.5M	Buy	81,228 +76,286	+1,544%	+$4.94M	0.24%	93
2019 Q3	$318K	Buy	+4,942	New	+$312K	0.04%	325
2019 Q2	–	Sell	-5,050	Closed	-$305K	–	447
2019 Q1	$305K	Buy	5,050 +1,230	+32%	+$70.6K	0.04%	314
2018 Q4	$217K	Buy	+3,820	New	+$217K	0.04%	351
2017 Q2	–	Sell	-99,233	Closed	-$4.58M	–	316
2017 Q1	$4.58M	Buy	+99,233	New	+$4.49M	0.73%	34

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

Independent Advisor Alliance's IUSG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 45,002 shares — an estimated $6.98M sold.

Independent Advisor Alliance first reported a position in IUSG in Q1 2017 and held it in 8 quarters. The position peaked at $6.98M in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 45,002 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $6.98M.
Independent Advisor Alliance first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 8 quarters.
Independent Advisor Alliance's iShares Core S&P US Growth ETF position peaked at $6.98M in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.