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

MCF Advisors’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	$312K	Buy	+1,659	New	+$300K	0.01%	364
2022 Q3	–	Sell	-605	Closed	-$51K	–	846
2022 Q2	$51K	Hold	605	–	–	0.01%	314
2022 Q1	$64K	Buy	+605	New	+$62.9K	0.01%	300
2021 Q4	–	Sell	-331	Closed	-$34K	–	362
2021 Q3	$34K	Buy	+331	New	+$35K	﹤0.01%	348
2017 Q1	–	Sell	-418	Closed	-$18K	–	467
2016 Q4	$18K	Sell	418 -3,039	-88%	-$129K	﹤0.01%	276
2016 Q3	$147K	Buy	3,457 +991	+40%	+$42K	0.03%	112
2016 Q2	$101K	Buy	2,466 +206	+9%	+$8.36K	0.02%	152
2016 Q1	$92K	Buy	+2,260	New	+$86.7K	0.02%	136

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

MCF Advisors's IUSG Position: Q2 2026 in Review

MCF Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,659 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: MCF Advisors previously reported a position in IUSG as recently as Q2 2022.

MCF Advisors first reported a position in IUSG in Q1 2016 and has held it in 8 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MCF Advisors held 1,659 shares of iShares Core S&P US Growth ETF worth $312K as of Q2 2026.
iShares Core S&P US Growth ETF was a new MCF Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #364 holding.
MCF Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 8 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.