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

Joule 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 		$245K Sell
1,301
-285
-18% -$51.5K 0.07% 101
2026
Q1 		$246K Buy
+1,586
New +$261K 0.07% 102

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Joule Financial's IUSG Position: Q2 2026 in Review

Joule Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 18% in Q2 2026, selling an estimated $51.5K and leaving 1,301 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #101.

Joule Financial first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Joule Financial held 1,301 shares of iShares Core S&P US Growth ETF worth $245K as of Q2 2026.
  • Joule Financial sold 285 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $51.5K.
  • iShares Core S&P US Growth ETF made up 0.07% of Joule Financial's portfolio in Q2 2026, its #101 holding.
  • Joule Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Joule Financial's iShares Core S&P US Growth ETF position peaked at $246K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.