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Nations Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Nations Financial Group’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 		$1.96M Buy
10,428
+510
+5% +$92.1K 0.09% 228
2026
Q1 		$1.54M Sell
9,918
-85
-0.8% -$14K 0.08% 260
2025
Q4 		$1.68M Sell
10,003
-1,203
-11% -$201K 0.09% 232
2025
Q3 		$1.84M Buy
11,206
+102
+0.9% +$16K 0.11% 207
2025
Q2 		$1.67M Buy
11,104
+524
+5% +$71K 0.11% 203
2025
Q1 		$1.34M Buy
10,580
+555
+6% +$76.7K 0.1% 224
2024
Q4 		$1.4M Buy
10,025
+695
+7% +$95.4K 0.1% 219
2024
Q3 		$1.23M Sell
9,330
-30
-0.3% -$3.81K 0.09% 244
2024
Q2 		$1.19M Buy
9,360
+3,773
+68% +$450K 0.1% 228
2024
Q1 		$655K Sell
5,587
-218
-4% -$24.3K 0.06% 347
2023
Q4 		$604K Sell
5,805
-116
-2% -$11.4K 0.06% 339
2023
Q3 		$562K Sell
5,921
-210
-3% -$20.6K 0.06% 336
2023
Q2 		$599K Sell
6,131
-775
-11% -$71.1K 0.06% 345
2023
Q1 		$613K Buy
6,906
+461
+7% +$39.3K 0.06% 318
2022
Q4 		$525K Buy
6,445
+272
+4% +$22.7K 0.06% 345
2022
Q3 		$495K Buy
6,173
+341
+6% +$30.7K 0.07% 297
2022
Q2 		$488K Buy
5,832
+394
+7% +$36.1K 0.07% 307
2022
Q1 		$575K Buy
5,438
+1,557
+40% +$162K 0.07% 295
2021
Q4 		$449K Buy
3,881
+1,052
+37% +$117K 0.06% 311
2021
Q3 		$290K Buy
+2,829
New +$299K 0.04% 365

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Nations Financial Group's IUSG Position: Q2 2026 in Review

Nations Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.1% in Q2 2026, buying an estimated $92.1K and bringing the position to 10,428 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #228.

Nations Financial Group first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. 283 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Nations Financial Group held 10,428 shares of iShares Core S&P US Growth ETF worth $1.96M as of Q2 2026.
  • Nations Financial Group bought 510 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $92.1K.
  • iShares Core S&P US Growth ETF made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #228 holding.
  • Nations Financial Group first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.