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Leonard Rickey Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Leonard Rickey Investment Advisors’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 		$852K Sell
4,528
-33
-0.7% -$5.96K 0.13% 55
2026
Q1 		$708K Sell
4,561
-55
-1% -$9.05K 0.12% 57
2025
Q4 		$775K Buy
4,616
+83
+2% +$13.8K 0.14% 54
2025
Q3 		$746K Sell
4,533
-15
-0.3% -$2.36K 0.14% 55
2025
Q2 		$684K Sell
4,548
-137
-3% -$18.6K 0.14% 53
2025
Q1 		$585K Sell
4,685
-310
-6% -$42.9K 0.13% 52
2024
Q4 		$696K Buy
4,995
+130
+3% +$17.8K 0.16% 50
2024
Q3 		$642K Buy
4,865
+30
+0.6% +$3.81K 0.15% 52
2024
Q2 		$616K Sell
4,835
-169
-3% -$20.2K 0.15% 51
2024
Q1 		$587K Sell
5,004
-736
-13% -$81.9K 0.15% 49
2023
Q4 		$598K Sell
5,740
-100
-2% -$9.85K 0.18% 49
2023
Q3 		$554K Sell
5,840
-368
-6% -$36.1K 0.18% 46
2023
Q2 		$606K Sell
6,208
-326
-5% -$29.9K 0.23% 40
2023
Q1 		$580K Sell
6,534
-361
-5% -$30.7K 0.23% 39
2022
Q4 		$562K Buy
6,895
+1,244
+22% +$104K 0.24% 35
2022
Q3 		$453K Sell
5,651
-285
-5% -$25.7K 0.21% 39
2022
Q2 		$497K Sell
5,936
-295
-5% -$27K 0.22% 39
2022
Q1 		$658K Sell
6,231
-324
-5% -$33.7K 0.25% 37
2021
Q4 		$758K Buy
6,555
+916
+16% +$102K 0.28% 36
2021
Q3 		$578K Buy
5,639
+235
+4% +$24.8K 0.24% 38
2021
Q2 		$564K Sell
5,404
-423
-7% -$40.8K 0.24% 38
2021
Q1 		$529K Sell
5,827
-94
-2% -$8.47K 0.21% 37
2020
Q4 		$525K Buy
5,921
+261
+5% +$22K 0.24% 37
2020
Q3 		$453K Sell
5,660
-891
-14% -$69.8K 0.28% 36
2020
Q2 		$471K Sell
6,551
-94
-1% -$6.25K 0.31% 34
2020
Q1 		$379K Buy
6,645
+308
+5% +$20.3K 0.29% 34
2019
Q4 		$429K Buy
6,337
+407
+7% +$26.4K 0.26% 39
2019
Q3 		$373K Sell
5,930
-15
-0.3% -$948 0.25% 41
2019
Q2 		$373K Buy
5,945
+407
+7% +$25K 0.25% 43
2019
Q1 		$334K Buy
5,538
+122
+2% +$7K 0.24% 46
2018
Q4 		$285K Buy
+5,416
New +$307K 0.24% 50

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

Leonard Rickey Investment Advisors's IUSG Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.72% in Q2 2026, selling an estimated $5.96K and leaving 4,528 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #55.

Leonard Rickey Investment Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Leonard Rickey Investment Advisors held 4,528 shares of iShares Core S&P US Growth ETF worth $852K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 33 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.96K.
  • iShares Core S&P US Growth ETF made up 0.13% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.