M Holdings Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

M Holdings Securities’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	$2.16M	Sell	11,621 -13	-0.1%	-$2.14K	0.15%	123
2025 Q4	$1.95M	Buy	+11,634	New	+$1.94M	0.14%	129
2023 Q2	–	Sell	-8,244	Closed	-$732K	–	328
2023 Q1	$732K	Buy	8,244 +660	+9%	+$56.2K	0.08%	190
2022 Q4	$618K	Buy	+7,584	New	+$634K	0.07%	217
2022 Q2	–	Sell	-1,947	Closed	-$206K	–	485
2022 Q1	$206K	Buy	+1,947	New	+$202K	0.02%	473
2014 Q4	–	Sell	-1,350	Closed	-$50K	–	308
2014 Q3	$50K	Buy	+1,350	New	+$50.5K	0.03%	379

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M Holdings Securities's IUSG Position: Q1 2026 in Review

M Holdings Securities reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.11% in Q1 2026, selling an estimated $2.14K and leaving 11,621 shares worth $2.16M. The position accounts for 0.15% of the portfolio, ranked #123.

M Holdings Securities first reported a position in IUSG in Q3 2014 and has held it in 6 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

M Holdings Securities held 11,621 shares of iShares Core S&P US Growth ETF worth $2.16M as of Q1 2026.
M Holdings Securities sold 13 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $2.14K.
iShares Core S&P US Growth ETF made up 0.15% of M Holdings Securities's portfolio in Q1 2026, its #123 holding.
M Holdings Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2014 and has held it in 6 quarters since.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.