JMG Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.23M | Buy |
27,811
+1,504
| +6% | +$272K | 0.13% | 38 |
|
|
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
MFG
BTI
JMG Financial Group's IUSG Position: Q2 2026 in Review
JMG Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.7% in Q2 2026, buying an estimated $272K and bringing the position to 27,811 shares worth $5.23M. The position accounts for 0.13% of the portfolio, ranked #38.
JMG Financial Group first reported a position in IUSG in Q4 2017 and has held it in 35 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- JMG Financial Group held 27,811 shares of iShares Core S&P US Growth ETF worth $5.23M as of Q2 2026.
- JMG Financial Group bought 1,504 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $272K.
- iShares Core S&P US Growth ETF made up 0.13% of JMG Financial Group's portfolio in Q2 2026, its #38 holding.
- JMG Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.