Investor's Fiduciary Advisor Network’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-3,035	Closed	-$470K	–	252
2026 Q1	$470K	Sell	3,035 -96	-3%	-$15.8K	0.14%	162
2025 Q4	$525K	Sell	3,131 -94	-3%	-$15.7K	0.11%	168
2025 Q3	$530K	Sell	3,225 -15	-0.5%	-$2.36K	0.18%	133
2025 Q2	$487K	Sell	3,240 -1,029	-24%	-$139K	0.18%	133
2025 Q1	$542K	Sell	4,269 -257	-6%	-$35.5K	0.26%	98
2024 Q4	$630K	Buy	+4,526	New	+$621K	0.24%	100

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

Investor's Fiduciary Advisor Network's IUSG Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 3,035 shares — an estimated $470K sold.

Investor's Fiduciary Advisor Network first reported a position in IUSG in Q4 2024 and held it in 6 quarters. The position peaked at $630K in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 3,035 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $470K.
Investor's Fiduciary Advisor Network first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares Core S&P US Growth ETF position peaked at $630K in Q4 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.