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

Merit 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 		$394M Buy
2,092,449
+138,217
+7% +$25M 2.4% 2
2026
Q1 		$303M Buy
1,954,232
+327,780
+20% +$54M 2.25% 2
2025
Q4 		$273M Buy
1,626,452
+214,255
+15% +$35.7M 2.19% 3
2025
Q3 		$232M Sell
1,412,197
-127,378
-8% -$20M 2.13% 4
2025
Q2 		$232M Buy
1,539,575
+418,656
+37% +$56.8M 2.58% 3
2025
Q1 		$142M Buy
1,120,919
+597,055
+114% +$82.6M 2.13% 7
2024
Q4 		$73M Buy
523,864
+39,493
+8% +$5.42M 1.31% 16
2024
Q3 		$63.9M Buy
484,371
+54,353
+13% +$6.91M 1.43% 15
2024
Q2 		$54.8M Buy
430,018
+194,302
+82% +$23.2M 1.21% 17
2024
Q1 		$27.2M Buy
235,716
+230,582
+4,491% +$25.7M 0.65% 27
2023
Q4 		$534K Buy
5,134
+4
+0.1% +$394 0.02% 478
2023
Q3 		$486K Hold
5,130
– – 0.02% 463
2023
Q2 		$501K Buy
+5,130
New +$470K 0.02% 469
2023
Q1 		– Sell
-5,385
Closed -$439K – 673
2022
Q4 		$439K Buy
5,385
+3
+0.1% +$251 0.02% 454
2022
Q3 		$432K Buy
5,382
+1,593
+42% +$143K 0.02% 380
2022
Q2 		$317K Buy
+3,789
New +$347K 0.01% 440
2019
Q2 		– Sell
-1,875
Closed -$222K – 118
2019
Q1 		$222K Sell
1,875
-20
-1% -$1.15K 0.03% 112
2018
Q4 		$202K Sell
1,895
-9
-0.5% -$510 0.03% 108
2018
Q3 		$252K Sell
1,904
-64
-3% -$3.86K 0.04% 103
2018
Q2 		$250K Sell
1,968
-108
-5% -$6.11K 0.04% 100
2018
Q1 		$257K Buy
2,076
+127
+7% +$7.12K 0.05% 95
2017
Q4 		$242K Buy
+1,949
New +$103K 0.05% 98

Other funds holding IUSG

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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

Merit Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.1% in Q2 2026, buying an estimated $25M and bringing the position to 2,092,449 shares worth $394M. The position accounts for 2.4% of the portfolio, ranked #2.

Merit Financial Group first reported a position in IUSG in Q4 2017 and has held it in 22 quarters since. 157 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Merit Financial Group held 2,092,449 shares of iShares Core S&P US Growth ETF worth $394M as of Q2 2026.
  • Merit Financial Group bought 138,217 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $25M.
  • iShares Core S&P US Growth ETF made up 2.4% of Merit Financial Group's portfolio in Q2 2026, its #2 holding.
  • Merit Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 22 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.