Lloyd Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-743	Closed	-$125K	–	952
2025 Q4	$125K	Buy	+743	New	+$124K	0.05%	158
2025 Q1	–	Sell	-13,421	Closed	-$1.87M	–	104
2024 Q4	$1.87M	Sell	13,421 -526	-4%	-$72.2K	0.89%	19
2024 Q3	$1.84M	Buy	+13,947	New	+$1.77M	0.89%	20
2022 Q1	–	Sell	-23	Closed	-$3K	–	632
2021 Q4	$3K	Sell	23 -31,399	-100%	-$3.5M	﹤0.01%	366
2021 Q3	$3.22M	Buy	31,422 +31,105	+9,812%	+$3.29M	1.66%	19
2021 Q2	$32K	Sell	317 -28,085	-99%	-$2.71M	0.02%	204
2021 Q1	$2.58M	Buy	+28,402	New	+$2.56M	1.4%	22

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lloyd Advisory Services's IUSG Position: Q1 2026 in Review

Lloyd Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 743 shares — an estimated $125K sold.

Lloyd Advisory Services first reported a position in IUSG in Q1 2021 and held it in 7 quarters. The position peaked at $3.22M in Q3 2021. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Lloyd Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 743 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $125K.
Lloyd Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 7 quarters.
Lloyd Advisory Services's iShares Core S&P US Growth ETF position peaked at $3.22M in Q3 2021.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.