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Lee, Danner & Bass’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lee, Danner & Bass’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 		$378K Sell
2,010
-272
-12% -$49.1K 0.02% 207
2026
Q1 		$354K Hold
2,282
– – 0.02% 205
2025
Q4 		$383K Sell
2,282
-178
-7% -$29.7K 0.03% 191
2025
Q3 		$405K Hold
2,460
– – 0.03% 188
2025
Q2 		$370K Hold
2,460
– – 0.03% 187
2025
Q1 		$313K Hold
2,460
– – 0.03% 190
2024
Q4 		$343K Buy
+2,460
New +$338K 0.03% 193

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
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Lee, Danner & Bass's IUSG Position: Q2 2026 in Review

Lee, Danner & Bass reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $49.1K and leaving 2,010 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #207.

Lee, Danner & Bass first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q3 2025. 386 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Lee, Danner & Bass held 2,010 shares of iShares Core S&P US Growth ETF worth $378K as of Q2 2026.
  • Lee, Danner & Bass sold 272 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $49.1K.
  • iShares Core S&P US Growth ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #207 holding.
  • Lee, Danner & Bass first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee, Danner & Bass's iShares Core S&P US Growth ETF position peaked at $405K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.