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Monument Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Monument Capital Management’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 		– Sell
-3,551
Closed -$551K – 273
2026
Q1 		$551K Buy
3,551
+240
+7% +$39.5K 0.14% 130
2025
Q4 		$556K Hold
3,311
– – 0.14% 128
2025
Q3 		$545K Hold
3,311
– – 0.14% 124
2025
Q2 		$498K Buy
3,311
+1
+0% +$136 0.13% 128
2025
Q1 		$421K Hold
3,310
– – 0.13% 129
2024
Q4 		$461K Sell
3,310
-508
-13% -$69.7K 0.13% 120
2024
Q3 		$504K Sell
3,818
-508
-12% -$64.6K 0.14% 115
2024
Q2 		$551K Sell
4,326
-28,088
-87% -$3.35M 0.16% 102
2024
Q1 		$3.8M Sell
32,414
-137,737
-81% -$15.3M 1.09% 24
2023
Q4 		$17.7M Sell
170,151
-9,552
-5% -$941K 5.7% 2
2023
Q3 		$17M Sell
179,703
-7,649
-4% -$750K 5.72% 2
2023
Q2 		$18.3M Buy
187,352
+129,847
+226% +$11.9M 5.83% 3
2023
Q1 		$5.1M Buy
+57,505
New +$4.9M 1.71% 10
2018
Q4 		– Sell
-75
Closed -$5K – 211
2018
Q3 		$5K Buy
75
+35
+88% +$2.11K ﹤0.01% 195
2018
Q2 		$2K Buy
+40
New +$2.26K ﹤0.01% 139

Other funds holding IUSG

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
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
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Monument Capital Management's IUSG Position: Q2 2026 in Review

Monument Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 3,551 shares — an estimated $551K sold.

Monument Capital Management first reported a position in IUSG in Q2 2018 and held it in 15 quarters. The position peaked at $18.3M in Q2 2023. 429 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Monument Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Monument Capital Management sold 3,551 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $551K.
  • Monument Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 15 quarters.
  • Monument Capital Management's iShares Core S&P US Growth ETF position peaked at $18.3M in Q2 2023.
  • 429 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.