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 Q2	–	Sell	-11,621	Closed	-$2.16M	–	218
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 $1.55T 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 $104B AUM 28.3% 1-Year Est. Return

M Holdings Securities's IUSG Position: Q2 2026 in Review

M Holdings Securities sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 11,621 shares — an estimated $2.16M sold.

M Holdings Securities first reported a position in IUSG in Q3 2014 and held it in 6 quarters. The position peaked at $2.16M in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

M Holdings Securities reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 11,621 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.16M.
M Holdings Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2014 and held it in 6 quarters.
M Holdings Securities's iShares Core S&P US Growth ETF position peaked at $2.16M in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.