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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millington Financial Advisors's IUSG Position: Q1 2026 in Review

Millington Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.04% in Q1 2026, selling an estimated $329 and leaving 5,032 shares worth $898K. The position accounts for 0.38% of the portfolio, ranked #56.

Millington Financial Advisors first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Millington Financial Advisors held 5,032 shares of iShares Core S&P US Growth ETF worth $898K as of Q1 2026.
Millington Financial Advisors sold 2 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $329.
iShares Core S&P US Growth ETF made up 0.38% of Millington Financial Advisors's portfolio in Q1 2026, its #56 holding.
Millington Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.