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

JMG Financial 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	$4.08M	Hold	26,307	–	–	0.11%	40
2025 Q4	$4.42M	Hold	26,307	–	–	0.12%	37
2025 Q3	$4.33M	Buy	26,307 +126	+0.5%	+$19.8K	0.12%	37
2025 Q2	$3.94M	Hold	26,181	–	–	0.12%	38
2025 Q1	$3.33M	Hold	26,181	–	–	0.11%	40
2024 Q4	$3.65M	Hold	26,181	–	–	0.12%	39
2024 Q3	$3.45M	Hold	26,181	–	–	0.12%	41
2024 Q2	$3.34M	Hold	26,181	–	–	0.12%	42
2024 Q1	$3.07M	Sell	26,181 -3,175	-11%	-$353K	0.12%	42
2023 Q4	$3.06M	Buy	29,356 +3,688	+14%	+$363K	0.13%	44
2023 Q3	$2.43M	Hold	25,668	–	–	0.12%	41
2023 Q2	$2.51M	Buy	25,668 +43	+0.2%	+$3.94K	0.12%	43
2023 Q1	$2.27M	Buy	25,625 +625	+3%	+$53.2K	0.12%	44
2022 Q4	$2.04M	Hold	25,000	–	–	0.11%	44
2022 Q3	$2M	Hold	25,000	–	–	0.13%	41
2022 Q2	$2.09M	Hold	25,000	–	–	0.13%	40
2022 Q1	$2.64M	Hold	25,000	–	–	0.13%	38
2021 Q4	$2.89M	Hold	25,000	–	–	0.15%	36
2021 Q3	$2.56M	Hold	25,000	–	–	0.14%	38
2021 Q2	$2.52M	Hold	25,000	–	–	0.14%	39
2021 Q1	$2.27M	Hold	25,000	–	–	0.14%	40
2020 Q4	$2.22M	Hold	25,000	–	–	0.15%	40
2020 Q3	$2M	Hold	25,000	–	–	0.16%	40
2020 Q2	$1.8M	Hold	25,000	–	–	0.16%	40
2020 Q1	$1.43M	Hold	25,000	–	–	0.15%	39
2019 Q4	$1.69M	Hold	25,000	–	–	0.16%	41
2019 Q3	$1.57M	Hold	25,000	–	–	0.16%	42
2019 Q2	$1.57M	Hold	25,000	–	–	0.17%	42
2019 Q1	$1.51M	Hold	25,000	–	–	0.18%	42
2018 Q4	$1.32M	Hold	25,000	–	–	0.15%	42
2018 Q3	$1.55M	Hold	25,000	–	–	0.16%	41
2018 Q2	$1.43M	Hold	25,000	–	–	0.16%	43
2018 Q1	$1.36M	Hold	25,000	–	–	0.16%	38
2017 Q4	$1.34M	Buy	+25,000	New	+$1.31M	0.16%	38

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

JMG Financial Group's IUSG Position: Q1 2026 in Review

JMG Financial Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 26,307 shares worth $4.08M. The position accounts for 0.11% of the portfolio, ranked #40.

JMG Financial Group first reported a position in IUSG in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.42M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

JMG Financial Group held 26,307 shares of iShares Core S&P US Growth ETF worth $4.08M as of Q1 2026.
JMG Financial Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.11% of JMG Financial Group's portfolio in Q1 2026, its #40 holding.
JMG Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 34 quarters since.
JMG Financial Group's iShares Core S&P US Growth ETF position peaked at $4.42M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.