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MJT & Associates Financial Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-51
Closed -$9.59K – 457
2026
Q2 		$9.59K Buy
+51
New +$9.21K 0.01% 210

Other funds holding IUSG

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

MJT & Associates Financial Advisory's IUSG Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2026, closing a stake of 51 shares — an estimated $9.59K sold.

MJT & Associates Financial Advisory first reported a position in IUSG in Q2 2026 and held it in 1 quarter. The position peaked at $9.59K in Q2 2026. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining iShares Core S&P US Growth ETF position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 51 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $9.59K.
  • MJT & Associates Financial Advisory first reported a position in iShares Core S&P US Growth ETF in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's iShares Core S&P US Growth ETF position peaked at $9.59K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.