KFI
IUSG icon

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

Key Financial Inc’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
Q1 		$372K Sell
2,400
-20
-0.8% -$3.29K 0.07% 215
2025
Q4 		$406K Sell
2,420
-8
-0.3% -$1.33K 0.07% 202
2025
Q3 		$401K Buy
2,428
+31
+1% +$4.87K 0.07% 196
2025
Q2 		$361K Hold
2,397
– – 0.07% 204
2025
Q1 		$305K Buy
2,397
+366
+18% +$50.6K 0.07% 213
2024
Q4 		$283K Buy
2,031
+977
+93% +$134K 0.06% 210
2024
Q3 		$139K Hold
1,054
– – 0.03% 294
2024
Q2 		$134K Hold
1,054
– – 0.03% 287
2024
Q1 		$124K Hold
1,054
– – 0.03% 280
2023
Q4 		$110K Hold
1,054
– – 0.03% 293
2023
Q3 		$100K Hold
1,054
– – 0.03% 291
2023
Q2 		$103K Hold
1,054
– – 0.03% 289
2023
Q1 		$93.6K Hold
1,054
– – 0.03% 299
2022
Q4 		$84.5K Hold
1,054
– – 0.04% 273
2022
Q3 		$85K Hold
1,054
– – 0.04% 275
2022
Q2 		$89K Buy
1,054
+322
+44% +$29.5K 0.05% 260
2022
Q1 		$77K Hold
732
– – 0.04% 303
2021
Q4 		$85K Buy
732
+36
+5% +$4.01K 0.04% 260
2021
Q3 		$71K Hold
696
– – 0.04% 283
2021
Q2 		$73K Hold
696
– – 0.04% 285
2021
Q1 		$63K Hold
696
– – 0.04% 240
2020
Q4 		$62K Buy
+696
New +$58.6K 0.05% 224
2020
Q2 		– Sell
-997
Closed -$58K – 361
2020
Q1 		$58K Buy
+997
New +$65.6K 0.06% 201

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's IUSG Position: Q1 2026 in Review

Key Financial Inc reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.83% in Q1 2026, selling an estimated $3.29K and leaving 2,400 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #215.

Key Financial Inc first reported a position in IUSG in Q1 2020 and has held it in 23 quarters since. The position peaked at $406K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Key Financial Inc held 2,400 shares of iShares Core S&P US Growth ETF worth $372K as of Q1 2026.
  • Key Financial Inc sold 20 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $3.29K.
  • iShares Core S&P US Growth ETF made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #215 holding.
  • Key Financial Inc first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares Core S&P US Growth ETF position peaked at $406K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.