MKT Advisors
IUSG icon

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

MKT 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
Q3 		– Sell
-1,465
Closed -$273K – 150
2026
Q2 		$273K Hold
1,465
– – 0.08% 132
2026
Q1 		$232K Hold
1,465
– – 0.08% 147
2025
Q4 		$247K Hold
1,465
– – 0.08% 144
2025
Q3 		$242K Hold
1,465
– – 0.09% 144
2025
Q2 		$218K Buy
+1,465
New +$199K 0.09% 153
2025
Q1 		– Sell
-1,465
Closed -$209K – 147
2024
Q4 		$209K Buy
+1,465
New +$201K 0.09% 141

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

MKT Advisors's IUSG Position: Q3 2026 in Review

MKT Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2026, closing a stake of 1,465 shares — an estimated $273K sold.

MKT Advisors first reported a position in IUSG in Q4 2024 and held it in 6 quarters. The position peaked at $273K in Q2 2026. 288 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • MKT Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2026 after selling out during the quarter.
  • MKT Advisors sold 1,465 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $273K.
  • MKT Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 6 quarters.
  • MKT Advisors's iShares Core S&P US Growth ETF position peaked at $273K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.