MATAURO’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MATAURO’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 Q3	$1.29M	Sell	6,655 -2,559	-28%	-$485K	0.16%	65
2026 Q2	$1.73M	Sell	9,214 -1,434	-13%	-$259K	0.23%	57
2026 Q1	$1.65M	Sell	10,648 -6,502	-38%	-$1.07M	0.24%	53
2025 Q4	$2.88M	Sell	17,150 -499	-3%	-$83.2K	0.43%	37
2025 Q3	$2.9M	Buy	17,649 +4	+0%	+$628	0.46%	38
2025 Q2	$2.65M	Sell	17,645 -1,322	-7%	-$179K	0.5%	31
2025 Q1	$2.41M	Buy	18,967 +757	+4%	+$105K	0.49%	29
2024 Q4	$2.54M	Buy	+18,210	New	+$2.5M	0.55%	28

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

MATAURO's IUSG Position: Q3 2026 in Review

MATAURO reduced its iShares Core S&P US Growth ETF (IUSG) stake by 28% in Q3 2026, selling an estimated $485K and leaving 6,655 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #65.

MATAURO first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q3 2025. 468 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

MATAURO held 6,655 shares of iShares Core S&P US Growth ETF worth $1.29M as of Q3 2026.
MATAURO sold 2,559 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $485K.
iShares Core S&P US Growth ETF made up 0.16% of MATAURO's portfolio in Q3 2026, its #65 holding.
MATAURO first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
MATAURO's iShares Core S&P US Growth ETF position peaked at $2.9M in Q3 2025.
468 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.