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

JNBA Financial Advisors’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	$102K	Hold	542	–	–	0.01%	246
2026 Q1	$84.1K	Hold	542	–	–	0.01%	251
2025 Q4	$91K	Buy	+542	New	+$90.4K	0.01%	248
2022 Q1	–	Sell	-35	Closed	-$4K	–	766
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	641
2021 Q3	$4K	Hold	35	–	–	﹤0.01%	615
2021 Q2	$4K	Hold	35	–	–	﹤0.01%	569
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	572
2020 Q4	$3K	Hold	35	–	–	﹤0.01%	528
2020 Q3	$3K	Hold	35	–	–	﹤0.01%	499
2020 Q2	$3K	Hold	35	–	–	﹤0.01%	493
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	503
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	562
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	546
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	600
2019 Q1	$2K	Buy	+35	New	+$2.01K	﹤0.01%	506

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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

JNBA Financial Advisors's IUSG Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 542 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #246.

JNBA Financial Advisors first reported a position in IUSG in Q1 2019 and has held it in 15 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

JNBA Financial Advisors held 542 shares of iShares Core S&P US Growth ETF worth $102K as of Q2 2026.
JNBA Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #246 holding.
JNBA Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 15 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.