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

JMN Financial’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 		$345K Hold
1,834
– – 0.27% 110
2026
Q1 		$284K Hold
1,834
– – 0.28% 120
2025
Q4 		$308K Buy
+1,834
New +$306K 0.31% 104

Other funds holding IUSG

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 $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JMN Financial's IUSG Position: Q2 2026 in Review

JMN Financial held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,834 shares worth $345K. The position accounts for 0.27% of the portfolio, ranked #110.

JMN Financial first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • JMN Financial held 1,834 shares of iShares Core S&P US Growth ETF worth $345K as of Q2 2026.
  • JMN Financial left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.27% of JMN Financial's portfolio in Q2 2026, its #110 holding.
  • JMN Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.