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

Mather 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 Q3	$146K	Buy	752 +358	+91%	+$67.8K	﹤0.01%	866
2026 Q2	$74.1K	Buy	394 +95	+32%	+$17.2K	﹤0.01%	1010
2026 Q1	$46.3K	Buy	+299	New	+$49.2K	﹤0.01%	1073
2025 Q4	–	Sell	-323	Closed	-$53.1K	–	1146
2025 Q3	$53.1K	Buy	+323	New	+$50.7K	﹤0.01%	894
2025 Q2	–	Sell	-265	Closed	-$33.7K	–	1166
2025 Q1	$33.7K	Hold	265	–	–	﹤0.01%	969
2024 Q4	$36.9K	Hold	265	–	–	﹤0.01%	932
2024 Q3	$35K	Sell	265 -125	-32%	-$15.9K	﹤0.01%	950
2024 Q2	$45.7K	Buy	390 +279	+251%	+$33.3K	﹤0.01%	1028
2024 Q1	$11.6K	Buy	+111	New	+$12.3K	﹤0.01%	1163

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's IUSG Position: Q3 2026 in Review

Mather Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 91% in Q3 2026, buying an estimated $67.8K and bringing the position to 752 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Mather Group first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Mather Group held 752 shares of iShares Core S&P US Growth ETF worth $146K as of Q3 2026.
Mather Group bought 358 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $67.8K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #866 holding.
Mather Group first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.