Keating Financial Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Keating Financial Advisory Services’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 Q3	–	Sell	-711	Closed	-$135K	–	2592
2026 Q2	$134K	Buy	711 +1	+0.1%	+$181	0.02%	435
2026 Q1	$110K	Buy	710 +1	+0.1%	+$165	0.02%	438
2025 Q4	$119K	Buy	+709	New	+$118K	0.02%	464

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Keating Financial Advisory Services's IUSG Position: Q3 2026 in Review

Keating Financial Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2026, closing a stake of 711 shares — an estimated $135K sold.

Keating Financial Advisory Services first reported a position in IUSG in Q4 2025 and held it in 3 quarters. The position peaked at $134K in Q2 2026. 810 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Keating Financial Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 711 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $135K.
Keating Financial Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 3 quarters.
Keating Financial Advisory Services's iShares Core S&P US Growth ETF position peaked at $134K in Q2 2026.
810 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.