Keystone Financial Group (Georgia)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Keystone Financial Group (Georgia)’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	$270K	Buy	1,436 +2	+0.1%	+$361	0.14%	48
2026 Q1	$222K	Buy	1,434 +1	+0.1%	+$165	0.12%	54
2025 Q4	$241K	Buy	1,433 +3	+0.2%	+$500	0.13%	58
2025 Q3	$235K	Buy	1,430 +2	+0.1%	+$314	0.13%	57
2025 Q2	$219K	Buy	1,428 +2	+0.1%	+$271	0.14%	55
2025 Q1	$188K	Buy	1,426 +2	+0.1%	+$277	0.13%	57
2024 Q4	$198K	Buy	+1,424	New	+$195K	0.16%	68

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Keystone Financial Group (Georgia)'s IUSG Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.14% in Q2 2026, buying an estimated $361 and bringing the position to 1,436 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #48.

Keystone Financial Group (Georgia) first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Keystone Financial Group (Georgia) held 1,436 shares of iShares Core S&P US Growth ETF worth $270K as of Q2 2026.
Keystone Financial Group (Georgia) bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.14% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #48 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.