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

Lee Financial’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	$335K	Buy	+1,779	New	+$321K	0.04%	133

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lee Financial's IUSG Position: Q2 2026 in Review

Lee Financial opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,779 shares worth $335K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings.

927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Lee Financial held 1,779 shares of iShares Core S&P US Growth ETF worth $335K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Lee Financial position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Lee Financial's portfolio in Q2 2026, its #133 holding.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.