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

Insigneo Advisory Services’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 Q1	$238K	Hold	1,531	–	–	0.02%	583
2025 Q4	$257K	Sell	1,531 -471	-24%	-$78.6K	0.02%	561
2025 Q3	$329K	Hold	2,002	–	–	0.02%	486
2025 Q2	$301K	Buy	+2,002	New	+$271K	0.03%	458
2025 Q1	–	Sell	-1,538	Closed	-$214K	–	667
2024 Q4	$214K	Buy	+1,538	New	+$211K	0.02%	512

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insigneo Advisory Services's IUSG Position: Q1 2026 in Review

Insigneo Advisory Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 1,531 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #583.

Insigneo Advisory Services first reported a position in IUSG in Q4 2024 and has held it in 5 quarters since. The position peaked at $329K in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Insigneo Advisory Services held 1,531 shares of iShares Core S&P US Growth ETF worth $238K as of Q1 2026.
Insigneo Advisory Services left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #583 holding.
Insigneo Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 5 quarters since.
Insigneo Advisory Services's iShares Core S&P US Growth ETF position peaked at $329K in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.