Mark Sheptoff Financial Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mark Sheptoff Financial Planning’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	-155	Closed	-$26K	–	547
2025 Q4	$26K	Sell	155 -302	-66%	-$50.4K	0.01%	251
2025 Q3	$75.3K	Hold	457	–	–	0.04%	167
2025 Q2	$68.8K	Hold	457	–	–	0.04%	159
2025 Q1	$58.1K	Hold	457	–	–	0.03%	159
2024 Q4	$63.7K	Hold	457	–	–	0.03%	158
2024 Q3	$60.3K	Hold	457	–	–	0.03%	160
2024 Q2	$58.3K	Hold	457	–	–	0.03%	168
2024 Q1	$53.6K	Buy	457 +125	+38%	+$13.9K	0.03%	169
2023 Q4	$34.6K	Hold	332	–	–	0.02%	188
2023 Q3	$31.5K	Buy	332 +30	+10%	+$2.94K	0.02%	181
2023 Q2	$29.5K	Hold	302	–	–	0.02%	197
2023 Q1	$26.9K	Buy	302 +35	+13%	+$2.98K	0.02%	195
2022 Q4	$21.8K	Hold	267	–	–	0.01%	213
2022 Q3	$21K	Hold	267	–	–	0.01%	203
2022 Q2	$22K	Buy	267 +112	+72%	+$10.3K	0.01%	213
2022 Q1	$16K	Hold	155	–	–	0.01%	261
2021 Q4	$18K	Hold	155	–	–	0.01%	262
2021 Q3	$16K	Buy	+155	New	+$16.4K	0.01%	266

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

Mark Sheptoff Financial Planning's IUSG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 155 shares — an estimated $26K sold.

Mark Sheptoff Financial Planning first reported a position in IUSG in Q3 2021 and held it in 18 quarters. The position peaked at $75.3K in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 155 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $26K.
Mark Sheptoff Financial Planning first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 18 quarters.
Mark Sheptoff Financial Planning's iShares Core S&P US Growth ETF position peaked at $75.3K in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.