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Larson Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Larson Financial 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
Q2 		$19K Buy
101
+3
+3% +$542 ﹤0.01% 2038
2026
Q1 		$15.2K Buy
98
+5
+5% +$823 ﹤0.01% 2000
2025
Q4 		$15.6K Hold
93
– – ﹤0.01% 1854
2025
Q3 		$15.2K Sell
93
-918
-91% -$144K ﹤0.01% 1791
2025
Q2 		$152K Buy
1,011
+62
+7% +$8.4K 0.01% 720
2025
Q1 		$121K Buy
949
+95
+11% +$13.1K 0.01% 752
2024
Q4 		$119K Buy
854
+144
+20% +$19.8K 0.01% 689
2024
Q3 		$93.6K Buy
710
+618
+672% +$78.6K 0.01% 743
2024
Q2 		$11.7K Hold
92
– – ﹤0.01% 1210
2024
Q1 		$10.8K Sell
92
-14
-13% -$1.56K ﹤0.01% 1023
2023
Q4 		$11K Buy
106
+14
+15% +$1.38K ﹤0.01% 986
2023
Q3 		$8.72K Buy
92
+60
+188% +$5.89K ﹤0.01% 1037
2023
Q2 		$3.12K Hold
32
– – ﹤0.01% 1192
2023
Q1 		$2.84K Buy
+32
New +$2.73K ﹤0.01% 1191
2022
Q2 		– Sell
-107
Closed -$11K – 1243
2022
Q1 		$11K Buy
107
+2
+2% +$208 ﹤0.01% 635
2021
Q4 		$12K Buy
105
+18
+21% +$2.01K ﹤0.01% 637
2021
Q3 		$9K Hold
87
– – ﹤0.01% 612
2021
Q2 		$9K Hold
87
– – ﹤0.01% 576
2021
Q1 		$8K Sell
87
-29
-25% -$2.61K ﹤0.01% 583
2020
Q4 		$10K Hold
116
– – ﹤0.01% 496
2020
Q3 		$9K Buy
+116
New +$9.09K ﹤0.01% 449

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Larson Financial Group's IUSG Position: Q2 2026 in Review

Larson Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.1% in Q2 2026, buying an estimated $542 and bringing the position to 101 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Larson Financial Group first reported a position in IUSG in Q3 2020 and has held it in 21 quarters since. The position peaked at $152K in Q2 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Larson Financial Group held 101 shares of iShares Core S&P US Growth ETF worth $19K as of Q2 2026.
  • Larson Financial Group bought 3 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $542.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2038 holding.
  • Larson Financial Group first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • Larson Financial Group's iShares Core S&P US Growth ETF position peaked at $152K in Q2 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.