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

Kestra 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 Q2	$36.7M	Sell	195,323 -19,537	-9%	-$3.53M	0.12%	172
2026 Q1	$33.3M	Sell	214,860 -9,146	-4%	-$1.51M	0.13%	161
2025 Q4	$37.6M	Buy	224,006 +23,059	+11%	+$3.85M	0.16%	121
2025 Q3	$33.1M	Buy	200,947 +28,687	+17%	+$4.51M	0.15%	125
2025 Q2	$25.9M	Buy	172,260 +5,206	+3%	+$706K	0.13%	143
2025 Q1	$21.2M	Sell	167,054 -19,198	-10%	-$2.65M	0.1%	156
2024 Q4	$26M	Buy	186,252 +63,228	+51%	+$8.68M	0.14%	133
2024 Q3	$16.2M	Sell	123,024 -189,636	-61%	-$24.1M	0.09%	243
2024 Q2	$33.6M	Buy	312,660 +93,290	+43%	+$11.1M	0.19%	102
2024 Q1	$25.7M	Buy	219,370 +106,902	+95%	+$11.9M	0.17%	118
2023 Q4	$11.7M	Buy	112,468 +1,425	+1%	+$140K	0.09%	239
2023 Q3	$10.5M	Sell	111,043 -3,318	-3%	-$326K	0.1%	223
2023 Q2	$11.2M	Buy	114,361 +2,099	+2%	+$193K	0.11%	207
2023 Q1	$9.97M	Sell	112,262 -7,312	-6%	-$623K	0.11%	207
2022 Q4	$9.75M	Sell	119,574 -38,194	-24%	-$3.19M	0.09%	257
2022 Q3	$12.7M	Buy	157,768 +2,098	+1%	+$189K	0.14%	178
2022 Q2	$13M	Buy	155,670 +36,508	+31%	+$3.35M	0.13%	168
2022 Q1	$12.6M	Buy	119,162 +3,024	+3%	+$314K	0.13%	176
2021 Q4	$13.4M	Sell	116,138 -14,274	-11%	-$1.59M	0.14%	173
2021 Q3	$13.4M	Sell	130,412 -40,083	-24%	-$4.23M	0.13%	169
2021 Q2	$17.2M	Buy	170,495 +4,353	+3%	+$419K	0.2%	125
2021 Q1	$15.1M	Sell	166,142 -23,571	-12%	-$2.12M	0.19%	132
2020 Q4	$16.8M	Buy	189,713 +5,257	+3%	+$442K	0.19%	120
2020 Q3	$14.8M	Buy	+184,456	New	+$14.4M	0.28%	81

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 22.96% 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 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

Kestra Advisory Services's IUSG Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 9.1% in Q2 2026, selling an estimated $3.53M and leaving 195,323 shares worth $36.7M. The position accounts for 0.12% of the portfolio, ranked #172.

Kestra Advisory Services first reported a position in IUSG in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.6M in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Kestra Advisory Services held 195,323 shares of iShares Core S&P US Growth ETF worth $36.7M as of Q2 2026.
Kestra Advisory Services sold 19,537 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.53M.
iShares Core S&P US Growth ETF made up 0.12% of Kestra Advisory Services's portfolio in Q2 2026, its #172 holding.
Kestra Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares Core S&P US Growth ETF position peaked at $37.6M in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.