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

Intrua Financial’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	$1.14M	Buy	6,036 +294	+5%	+$53.1K	0.1%	144
2026 Q1	$891K	Buy	5,742 +2,155	+60%	+$355K	0.09%	171
2025 Q4	$602K	Buy	3,587 +150	+4%	+$25K	0.06%	227
2025 Q3	$566K	Buy	+3,437	New	+$540K	0.06%	229
2020 Q3	–	Sell	-9,484	Closed	-$753K	–	233
2020 Q2	$753K	Buy	+9,484	New	+$630K	0.29%	77

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

Intrua Financial's IUSG Position: Q2 2026 in Review

Intrua Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.1% in Q2 2026, buying an estimated $53.1K and bringing the position to 6,036 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #144.

Intrua Financial first reported a position in IUSG in Q2 2020 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Intrua Financial held 6,036 shares of iShares Core S&P US Growth ETF worth $1.14M as of Q2 2026.
Intrua Financial bought 294 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $53.1K.
iShares Core S&P US Growth ETF made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #144 holding.
Intrua Financial first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.