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

Kaizen Financial Strategies’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 		$870K Buy
4,647
+303
+7% +$54.7K 0.28% 58
2026
Q1 		$752K Buy
4,344
+5
+0.1% +$823 0.32% 61
2025
Q4 		$729K Buy
4,339
+7
+0.2% +$1.17K 0.32% 54
2025
Q3 		$719K Sell
4,332
-400
-8% -$62.8K 0.32% 55
2025
Q2 		$712K Sell
4,732
-448
-9% -$60.7K 0.36% 49
2025
Q1 		$658K Sell
5,180
-385
-7% -$53.2K 0.38% 44
2024
Q4 		$775K Sell
5,565
-258
-4% -$35.4K 0.44% 39
2024
Q3 		$768K Buy
5,823
+10
+0.2% +$1.27K 0.45% 42
2024
Q2 		$714K Buy
5,813
+988
+20% +$118K 0.45% 41
2024
Q1 		$566K Buy
+4,825
New +$537K 0.38% 48
2022
Q3 		– Sell
-2,645
Closed -$221K – 125
2022
Q2 		$221K Sell
2,645
-29
-1% -$2.66K 0.22% 109
2022
Q1 		$283K Buy
2,674
+5
+0.2% +$519 0.22% 107
2021
Q4 		$309K Buy
2,669
+8
+0.3% +$892 0.23% 100
2021
Q3 		$272K Buy
+2,661
New +$281K 0.22% 117

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 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

Kaizen Financial Strategies's IUSG Position: Q2 2026 in Review

Kaizen Financial Strategies increased its iShares Core S&P US Growth ETF (IUSG) stake by 7% in Q2 2026, buying an estimated $54.7K and bringing the position to 4,647 shares worth $870K. The position accounts for 0.28% of the portfolio, ranked #58.

Kaizen Financial Strategies first reported a position in IUSG in Q3 2021 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Kaizen Financial Strategies held 4,647 shares of iShares Core S&P US Growth ETF worth $870K as of Q2 2026.
  • Kaizen Financial Strategies bought 303 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Core S&P US Growth ETF made up 0.28% of Kaizen Financial Strategies's portfolio in Q2 2026, its #58 holding.
  • Kaizen Financial Strategies first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 14 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.