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 Q2	$9.59K	Buy	+51	New	+$9.21K	0.01%	210

Other funds holding IUSG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

MJT & Associates Financial Advisory's IUSG Position: Q2 2026 in Review

MJT & Associates Financial Advisory opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 51 shares worth $9.59K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MJT & Associates Financial Advisory held 51 shares of iShares Core S&P US Growth ETF worth $9.59K as of Q2 2026.
iShares Core S&P US Growth ETF was a new MJT & Associates Financial Advisory position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #210 holding.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.