IFG
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Independent Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Independent Financial 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 		$4.81M Buy
25,572
+476
+2% +$86K 0.09% 216
2026
Q1 		$3.89M Buy
25,096
+1,221
+5% +$201K 0.09% 224
2025
Q4 		$4.01M Buy
23,875
+1,028
+4% +$171K 0.09% 210
2025
Q3 		$3.76M Sell
22,847
-917
-4% -$144K 0.09% 208
2025
Q2 		$3.57M Buy
23,764
+672
+3% +$91.1K 0.1% 204
2025
Q1 		$2.93M Buy
23,092
+121
+0.5% +$16.7K 0.1% 201
2024
Q4 		$3.2M Sell
22,971
-168
-0.7% -$23.1K 0.11% 185
2024
Q3 		$3.05M Sell
23,139
-542
-2% -$68.9K 0.11% 182
2024
Q2 		$3.02M Buy
23,681
+536
+2% +$63.9K 0.12% 158
2024
Q1 		$2.71M Sell
23,145
-44
-0.2% -$4.89K 0.12% 161
2023
Q4 		$2.41M Sell
23,189
-50
-0.2% -$4.92K 0.13% 176
2023
Q3 		$2.2M Buy
23,239
+18
+0.1% +$1.77K 0.14% 158
2023
Q2 		$2.27M Buy
23,221
+1,923
+9% +$176K 0.16% 141
2023
Q1 		$1.89M Buy
21,298
+1,038
+5% +$88.4K 0.15% 151
2022
Q4 		$1.65M Buy
20,260
+561
+3% +$46.9K 0.14% 149
2022
Q3 		$1.58M Hold
19,699
– – 0.14% 141
2022
Q2 		$1.65M Buy
19,699
+436
+2% +$40K 0.18% 141
2022
Q1 		$2.04M Buy
19,263
+231
+1% +$24K 0.17% 126
2021
Q4 		$2.2M Sell
19,032
-2,155
-10% -$240K 0.18% 119
2021
Q3 		$2.17M Sell
21,187
-830
-4% -$87.7K 0.22% 100
2021
Q2 		$2.22M Sell
22,017
-175
-0.8% -$16.9K 0.24% 99
2021
Q1 		$2.01M Sell
22,192
-49
-0.2% -$4.42K 0.26% 93
2020
Q4 		$1.97M Sell
22,241
-3,752
-14% -$316K 0.29% 78
2020
Q3 		$2.08M Buy
25,993
+2,742
+12% +$215K 0.39% 53
2020
Q2 		$1.67M Sell
23,251
-990
-4% -$65.8K 0.37% 59
2020
Q1 		$1.38M Buy
+24,241
New +$1.6M 0.41% 57

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 $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's IUSG Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.9% in Q2 2026, buying an estimated $86K and bringing the position to 25,572 shares worth $4.81M. The position accounts for 0.09% of the portfolio, ranked #216.

Independent Financial Group first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Independent Financial Group held 25,572 shares of iShares Core S&P US Growth ETF worth $4.81M as of Q2 2026.
  • Independent Financial Group bought 476 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $86K.
  • iShares Core S&P US Growth ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #216 holding.
  • Independent Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.