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Investment Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Investment Advisory 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 		$252K Buy
1,338
+45
+3% +$8.13K 0.05% 182
2026
Q1 		$201K Buy
1,293
+60
+5% +$9.88K 0.05% 192
2025
Q4 		$207K Hold
1,233
– – 0.05% 189
2025
Q3 		$203K Buy
+1,233
New +$194K 0.06% 186

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 $104B AUM 28.3% 1-Year Est. Return

Investment Advisory Group's IUSG Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.5% in Q2 2026, buying an estimated $8.13K and bringing the position to 1,338 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #182.

Investment Advisory Group first reported a position in IUSG in Q3 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Investment Advisory Group held 1,338 shares of iShares Core S&P US Growth ETF worth $252K as of Q2 2026.
  • Investment Advisory Group bought 45 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.13K.
  • iShares Core S&P US Growth ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #182 holding.
  • Investment Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.