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

MONECO 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
Q2 		$1.43M Buy
7,602
+11
+0.1% +$1.99K 0.09% 218
2026
Q1 		$1.18M Sell
7,591
-320
-4% -$52.7K 0.09% 192
2025
Q4 		$1.33M Sell
7,911
-161
-2% -$26.9K 0.11% 177
2025
Q3 		$1.33M Buy
8,072
+417
+5% +$65.5K 0.11% 172
2025
Q2 		$1.15M Buy
7,655
+84
+1% +$11.4K 0.11% 181
2025
Q1 		$962K Sell
7,571
-1,415
-16% -$196K 0.1% 183
2024
Q4 		$1.25M Buy
8,986
+6,129
+215% +$841K 0.13% 155
2024
Q3 		$377K Buy
2,857
+5
+0.2% +$636 0.05% 302
2024
Q2 		$364K Hold
2,852
– – 0.05% 285
2024
Q1 		$334K Hold
2,852
– – 0.05% 298
2023
Q4 		$297K Buy
2,852
+27
+1% +$2.66K 0.06% 292
2023
Q3 		$268K Hold
2,825
– – 0.07% 270
2023
Q2 		$276K Sell
2,825
-18
-0.6% -$1.65K 0.08% 266
2023
Q1 		$252K Hold
2,843
– – 0.07% 270
2022
Q4 		$232K Hold
2,843
– – 0.08% 226
2022
Q3 		$228K Sell
2,843
-310
-10% -$27.9K 0.09% 214
2022
Q2 		$264K Hold
3,153
– – 0.1% 193
2022
Q1 		$333K Hold
3,153
– – 0.12% 163
2021
Q4 		$327K Hold
3,153
– – 0.12% 170
2021
Q3 		$323K Hold
3,153
– – 0.13% 172
2021
Q2 		$318K Sell
3,153
-385
-11% -$37.1K 0.15% 152
2021
Q1 		$321K Buy
3,538
+24
+0.7% +$2.16K 0.16% 142
2020
Q4 		$313K Sell
3,514
-332
-9% -$27.9K 0.17% 125
2020
Q3 		$308K Buy
3,846
+4
+0.1% +$313 0.2% 110
2020
Q2 		$276K Buy
3,842
+7
+0.2% +$465 0.22% 107
2020
Q1 		$219K Buy
3,835
+10
+0.3% +$658 0.22% 105
2019
Q4 		$271K Buy
3,825
+19
+0.5% +$1.23K 0.19% 116
2019
Q3 		$239K Buy
3,806
+11
+0.3% +$696 0.19% 114
2019
Q2 		$238K Sell
3,795
-217
-5% -$13.3K 0.19% 106
2019
Q1 		$242K Buy
4,012
+58
+1% +$3.33K 0.2% 112
2018
Q4 		$208K Buy
+3,954
New +$224K 0.24% 91

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MONECO Advisors's IUSG Position: Q2 2026 in Review

MONECO Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.14% in Q2 2026, buying an estimated $1.99K and bringing the position to 7,602 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #218.

MONECO Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • MONECO Advisors held 7,602 shares of iShares Core S&P US Growth ETF worth $1.43M as of Q2 2026.
  • MONECO Advisors bought 11 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.99K.
  • iShares Core S&P US Growth ETF made up 0.09% of MONECO Advisors's portfolio in Q2 2026, its #218 holding.
  • MONECO Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.