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Mogy Joel R Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mogy Joel R Investment Counsel’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 		$47K Hold
250
– – ﹤0.01% 115
2026
Q1 		$38.8K Hold
250
– – ﹤0.01% 110
2025
Q4 		$42K Hold
250
– – ﹤0.01% 111
2025
Q3 		$41.1K Hold
250
– – ﹤0.01% 112
2025
Q2 		$37.6K Hold
250
– – ﹤0.01% 113
2025
Q1 		$31.8K Hold
250
– – ﹤0.01% 105
2024
Q4 		$34.8K Buy
250
+190
+317% +$26.1K ﹤0.01% 108
2024
Q3 		$7.92K Hold
60
– – ﹤0.01% 113
2024
Q2 		$7.65K Hold
60
– – ﹤0.01% 107
2024
Q1 		$7.03K Buy
+60
New +$6.67K ﹤0.01% 121

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mogy Joel R Investment Counsel's IUSG Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 250 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Mogy Joel R Investment Counsel first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 586 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Mogy Joel R Investment Counsel held 250 shares of iShares Core S&P US Growth ETF worth $47K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #115 holding.
  • Mogy Joel R Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.