Moisand Fitzgerald Tamayo’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moisand Fitzgerald Tamayo’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	$53.4K	Hold	284	–	–	0.01%	201
2026 Q1	$44.1K	Hold	284	–	–	﹤0.01%	207
2025 Q4	$47.7K	Hold	284	–	–	0.01%	204
2025 Q3	$46.7K	Hold	284	–	–	0.01%	207
2025 Q2	$42.7K	Hold	284	–	–	0.01%	211
2025 Q1	$36.1K	Hold	284	–	–	0.01%	220
2024 Q4	$39.6K	Hold	284	–	–	0.01%	208
2024 Q3	$37.5K	Buy	+284	New	+$36.1K	0.01%	221
2021 Q1	–	Sell	-126	Closed	-$11K	–	377
2020 Q4	$11K	Hold	126	–	–	0.01%	207
2020 Q3	$10K	Buy	+126	New	+$9.87K	0.01%	192

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IUSG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 284 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #201.

Moisand Fitzgerald Tamayo first reported a position in IUSG in Q3 2020 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Moisand Fitzgerald Tamayo held 284 shares of iShares Core S&P US Growth ETF worth $53.4K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #201 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.