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

Keystone Financial Group (Kentucky)’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 		$1.4M Buy
9,003
+28
+0.3% +$4.61K 0.1% 161
2025
Q4 		$1.51M Sell
8,975
-963
-10% -$161K 0.11% 130
2025
Q3 		$1.64M Buy
9,938
+48
+0.5% +$7.54K 0.12% 115
2025
Q2 		$1.49M Buy
9,890
+88
+0.9% +$11.9K 0.13% 111
2025
Q1 		$1.25M Sell
9,802
-119
-1% -$16.5K 0.13% 118
2024
Q4 		$1.38M Sell
9,921
-250
-2% -$34.3K 0.14% 108
2024
Q3 		$1.34M Buy
+10,171
New +$1.29M 0.17% 93
2024
Q2 		– Sell
-10,361
Closed -$1.21M – 229
2024
Q1 		$1.21M Buy
10,361
+34
+0.3% +$3.78K 0.18% 93
2023
Q4 		$1.07M Sell
10,327
-1,975
-16% -$195K 0.19% 89
2023
Q3 		$1.17M Sell
12,302
-9,804
-44% -$962K 0.2% 88
2023
Q2 		$2.16M Buy
+22,106
New +$2.03M 0.37% 58
2022
Q4 		$2.21M Sell
27,149
-274
-1% -$22.9K 0.44% 55
2022
Q3 		$2.2M Buy
27,423
+676
+3% +$60.9K 0.45% 48
2022
Q2 		$2.24M Buy
26,747
+627
+2% +$57.5K 0.44% 49
2022
Q1 		$2.76M Buy
26,120
+125
+0.5% +$13K 0.47% 44
2021
Q4 		$3.01M Buy
25,995
+1,259
+5% +$140K 0.49% 41
2021
Q3 		$2.53M Buy
24,736
+1,309
+6% +$138K 0.46% 48
2021
Q2 		$2.37M Buy
23,427
+2,610
+13% +$251K 0.43% 57
2021
Q1 		$1.89M Buy
20,817
+656
+3% +$59.1K 0.37% 64
2020
Q4 		$1.79M Buy
20,161
+2,588
+15% +$218K 0.37% 61
2020
Q3 		$1.41M Buy
17,573
+1,296
+8% +$102K 0.34% 67
2020
Q2 		$1.17M Buy
16,277
+1,733
+12% +$115K 0.32% 77
2020
Q1 		$830K Sell
14,544
-1,527
-10% -$101K 0.28% 84
2019
Q4 		$1.09M Buy
+16,071
New +$1.04M 0.29% 78

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

Keystone Financial Group (Kentucky)'s IUSG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.31% in Q1 2026, buying an estimated $4.61K and bringing the position to 9,003 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #161.

Keystone Financial Group (Kentucky) first reported a position in IUSG in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 9,003 shares of iShares Core S&P US Growth ETF worth $1.4M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 28 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $4.61K.
  • iShares Core S&P US Growth ETF made up 0.1% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #161 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core S&P US Growth ETF position peaked at $3.01M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.