KFA Private Wealth Group
IUSG icon

KFA Private Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

KFA Private Wealth Group’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 		$548K Buy
2,829
+1
+0% +$189 0.13% 75
2026
Q2 		$532K Buy
2,828
+741
+36% +$134K 0.13% 77
2026
Q1 		$324K Sell
2,087
-291
-12% -$47.9K 0.08% 123
2025
Q4 		$399K Buy
2,378
+1
+0% +$167 0.1% 98
2025
Q3 		$391K Hold
2,377
– – 0.11% 86
2025
Q2 		$358K Hold
2,377
– – 0.11% 92
2025
Q1 		$302K Buy
2,377
+1
+0% +$138 0.11% 86
2024
Q4 		$331K Sell
2,376
-734
-24% -$101K 0.14% 66
2024
Q3 		$410K Hold
3,110
– – 0.2% 50
2024
Q2 		$396K Buy
3,110
+1
+0% +$119 0.21% 52
2024
Q1 		$364K Hold
3,109
– – 0.11% 74
2023
Q4 		$324K Buy
3,109
+3
+0.1% +$296 0.12% 71
2023
Q3 		$295K Buy
3,106
+285
+10% +$28K 0.12% 65
2023
Q2 		$275K Hold
2,821
– – 0.11% 66
2023
Q1 		$250K Buy
+2,821
New +$240K 0.11% 71
2022
Q4 		– Sell
-2,821
Closed -$226K – 70
2022
Q3 		$226K Hold
2,821
– – 0.12% 62
2022
Q2 		$236K Sell
2,821
-205
-7% -$18.8K 0.13% 62
2022
Q1 		$320K Hold
3,026
– – 0.16% 56
2021
Q4 		$350K Hold
3,026
– – 0.17% 50
2021
Q3 		$310K Hold
3,026
– – 0.17% 55
2021
Q2 		$306K Hold
3,026
– – 0.17% 54
2021
Q1 		$275K Hold
3,026
– – 0.16% 63
2020
Q4 		$268K Hold
3,026
– – 0.17% 57
2020
Q3 		$242K Sell
3,026
-82
-3% -$6.42K 0.18% 53
2020
Q2 		$223K Buy
+3,108
New +$207K 0.21% 46
2020
Q1 		– Sell
-3,075
Closed -$208K – 54
2019
Q4 		$208K Buy
+3,075
New +$199K 0.19% 49

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

KFA Private Wealth Group's IUSG Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.04% in Q3 2026, buying an estimated $189 and bringing the position to 2,829 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #75.

KFA Private Wealth Group first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • KFA Private Wealth Group held 2,829 shares of iShares Core S&P US Growth ETF worth $548K as of Q3 2026.
  • KFA Private Wealth Group bought 1 iShares Core S&P US Growth ETF share in Q3 2026, an estimated $189.
  • iShares Core S&P US Growth ETF made up 0.13% of KFA Private Wealth Group's portfolio in Q3 2026, its #75 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.