L.J. Altfest & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

L.J. Altfest & Co’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	$610K	Hold	3,243	–	–	0.06%	199
2026 Q1	$503K	Hold	3,243	–	–	0.05%	222
2025 Q4	$545K	Hold	3,243	–	–	0.06%	213
2025 Q3	$534K	Hold	3,243	–	–	0.06%	222
2025 Q2	$488K	Hold	3,243	–	–	0.06%	218
2025 Q1	$412K	Hold	3,243	–	–	0.05%	235
2024 Q4	$452K	Hold	3,243	–	–	0.06%	225
2024 Q3	$428K	Hold	3,243	–	–	0.06%	227
2024 Q2	$413K	Buy	3,243 +43	+1%	+$5.13K	0.06%	220
2024 Q1	$375K	Hold	3,200	–	–	0.05%	225
2023 Q4	$333K	Hold	3,200	–	–	0.05%	239
2023 Q3	$303K	Hold	3,200	–	–	0.05%	239
2023 Q2	$312K	Hold	3,200	–	–	0.05%	235
2023 Q1	$284K	Hold	3,200	–	–	0.04%	228
2022 Q4	$261K	Hold	3,200	–	–	0.04%	225
2022 Q3	$257K	Hold	3,200	–	–	0.05%	229
2022 Q2	$268K	Hold	3,200	–	–	0.05%	217
2022 Q1	$338K	Hold	3,200	–	–	0.06%	193
2021 Q4	$370K	Hold	3,200	–	–	0.07%	184
2021 Q3	$328K	Hold	3,200	–	–	0.07%	194
2021 Q2	$323K	Hold	3,200	–	–	0.07%	197
2021 Q1	$291K	Hold	3,200	–	–	0.07%	208
2020 Q4	$284K	Hold	3,200	–	–	0.07%	206
2020 Q3	$256K	Hold	3,200	–	–	0.07%	185
2020 Q2	$230K	Buy	+3,200	New	+$213K	0.07%	192
2020 Q1	–	Sell	-3,200	Closed	-$216K	–	214
2019 Q4	$216K	Hold	3,200	–	–	0.05%	185
2019 Q3	$201K	Hold	3,200	–	–	0.05%	181
2019 Q2	$201K	Buy	+3,200	New	+$197K	0.05%	181

Other funds holding IUSG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

L.J. Altfest & Co's IUSG Position: Q2 2026 in Review

L.J. Altfest & Co held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,243 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #199.

L.J. Altfest & Co first reported a position in IUSG in Q2 2019 and has held it in 28 quarters since. 455 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

L.J. Altfest & Co held 3,243 shares of iShares Core S&P US Growth ETF worth $610K as of Q2 2026.
L.J. Altfest & Co left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #199 holding.
L.J. Altfest & Co first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 28 quarters since.
455 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.