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Lakeshore Financial Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lakeshore Financial Planning’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 		$238K Buy
+1,265
New +$229K 0.08% 80
2026
Q1 		– Sell
-1,265
Closed -$212K – 89
2025
Q4 		$212K Hold
1,265
– – 0.08% 80
2025
Q3 		$208K Buy
+1,265
New +$199K 0.08% 78

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Lakeshore Financial Planning's IUSG Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,265 shares worth $238K. The stake represents 0.08% of the portfolio and ranks #80 among its holdings. This is a return to the name: Lakeshore Financial Planning previously reported a position in IUSG as recently as Q4 2025.

Lakeshore Financial Planning first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Lakeshore Financial Planning held 1,265 shares of iShares Core S&P US Growth ETF worth $238K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Lakeshore Financial Planning position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.08% of Lakeshore Financial Planning's portfolio in Q2 2026, its #80 holding.
  • Lakeshore Financial Planning first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.