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

Millington Financial 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	$925K	Buy	5,035 +3	+0.1%	+$542	0.36%	59
2026 Q1	$898K	Sell	5,032 -2	-0%	-$329	0.38%	56
2025 Q4	$835K	Buy	5,034 +8	+0.2%	+$1.33K	0.37%	58
2025 Q3	$827K	Buy	5,026 +7	+0.1%	+$1.1K	0.4%	58
2025 Q2	$775K	Buy	5,019 +7	+0.1%	+$949	0.39%	55
2025 Q1	$621K	Sell	5,012 -14	-0.3%	-$1.94K	0.38%	57
2024 Q4	$713K	Buy	5,026 +3	+0.1%	+$412	0.41%	51
2024 Q3	$663K	Buy	5,023 +6	+0.1%	+$763	0.41%	52
2024 Q2	$640K	Buy	5,017 +2	+0%	+$239	0.44%	48
2024 Q1	$588K	Buy	5,015 +18	+0.4%	+$2K	0.42%	52
2023 Q4	$520K	Buy	4,997 +11	+0.2%	+$1.08K	0.42%	52
2023 Q3	$473K	Hold	4,986	–	–	0.42%	50
2023 Q2	$487K	Sell	4,986 -798	-14%	-$73.2K	0.43%	51
2023 Q1	$513K	Buy	5,784 +5	+0.1%	+$426	0.47%	48
2022 Q4	$471K	Buy	+5,779	New	+$483K	0.46%	49

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

Millington Financial Advisors's IUSG Position: Q2 2026 in Review

Millington Financial Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.06% in Q2 2026, buying an estimated $542 and bringing the position to 5,035 shares worth $925K. The position accounts for 0.36% of the portfolio, ranked #59.

Millington Financial Advisors first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Millington Financial Advisors held 5,035 shares of iShares Core S&P US Growth ETF worth $925K as of Q2 2026.
Millington Financial Advisors bought 3 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $542.
iShares Core S&P US Growth ETF made up 0.36% of Millington Financial Advisors's portfolio in Q2 2026, its #59 holding.
Millington Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.