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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Advisory Group's IUSG Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.9% in Q1 2026, buying an estimated $9.88K and bringing the position to 1,293 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #192.

Investment Advisory Group first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Investment Advisory Group held 1,293 shares of iShares Core S&P US Growth ETF worth $201K as of Q1 2026.
  • Investment Advisory Group bought 60 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $9.88K.
  • iShares Core S&P US Growth ETF made up 0.05% of Investment Advisory Group's portfolio in Q1 2026, its #192 holding.
  • Investment Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Investment Advisory Group's iShares Core S&P US Growth ETF position peaked at $207K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.