MFG
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Magnus Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Magnus Financial Group’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 		$572K Sell
3,043
-284
-9% -$51.3K 0.04% 226
2026
Q1 		$516K Buy
3,327
+129
+4% +$21.2K 0.04% 223
2025
Q4 		$537K Hold
3,198
– – 0.04% 249
2025
Q3 		$526K Hold
3,198
– – 0.04% 249
2025
Q2 		$481K Buy
3,198
+18
+0.6% +$2.44K 0.04% 237
2025
Q1 		$404K Hold
3,180
– – 0.04% 250
2024
Q4 		$443K Hold
3,180
– – 0.04% 233
2024
Q3 		$419K Hold
3,180
– – 0.04% 234
2024
Q2 		$405K Sell
3,180
-309
-9% -$36.9K 0.05% 221
2024
Q1 		$409K Buy
3,489
+183
+6% +$20.4K 0.05% 206
2023
Q4 		$344K Hold
3,306
– – 0.05% 209
2023
Q3 		$314K Sell
3,306
-41
-1% -$4.02K 0.05% 202
2023
Q2 		$327K Hold
3,347
– – 0.05% 206
2023
Q1 		$297K Sell
3,347
-354
-10% -$30.1K 0.05% 221
2022
Q4 		$302K Buy
+3,701
New +$309K 0.05% 210

Other funds holding IUSG

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Magnus Financial Group's IUSG Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.5% in Q2 2026, selling an estimated $51.3K and leaving 3,043 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #226.

Magnus Financial Group first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Magnus Financial Group held 3,043 shares of iShares Core S&P US Growth ETF worth $572K as of Q2 2026.
  • Magnus Financial Group sold 284 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $51.3K.
  • iShares Core S&P US Growth ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #226 holding.
  • Magnus Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.