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IUSG icon

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

Nikulski Financial’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 		$358K Sell
1,905
-230
-11% -$41.5K 0.08% 148
2026
Q1 		$331K Sell
2,135
-495
-19% -$81.5K 0.08% 145
2025
Q4 		$442K Sell
2,630
-5,403
-67% -$901K 0.11% 122
2025
Q3 		$1.32M Sell
8,033
-1,143
-12% -$180K 0.33% 69
2025
Q2 		$1.38M Buy
9,176
+1
+0% +$136 0.38% 64
2025
Q1 		$1.17M Sell
9,175
-145
-2% -$20.1K 0.35% 70
2024
Q4 		$1.3M Sell
9,320
-2,122
-19% -$291K 0.38% 66
2024
Q3 		$1.51M Buy
11,442
+83
+0.7% +$10.6K 0.45% 54
2024
Q2 		$1.45M Buy
11,359
+165
+1% +$19.7K 0.46% 58
2024
Q1 		$1.31M Sell
11,194
-171
-2% -$19K 0.44% 63
2023
Q4 		$1.18M Buy
11,365
+157
+1% +$15.5K 0.43% 54
2023
Q3 		$1.06M Buy
11,208
+1,806
+19% +$177K 0.44% 57
2023
Q2 		$918K Buy
9,402
+272
+3% +$24.9K 0.38% 66
2023
Q1 		$810K Buy
9,130
+74
+0.8% +$6.3K 0.36% 65
2022
Q4 		$738K Sell
9,056
-1,275
-12% -$107K 0.35% 64
2022
Q3 		$828K Buy
10,331
+434
+4% +$39.1K 0.43% 56
2022
Q2 		$828K Buy
9,897
+500
+5% +$45.8K 0.41% 57
2022
Q1 		$993K Buy
9,397
+980
+12% +$102K 0.42% 59
2021
Q4 		$973K Buy
8,417
+580
+7% +$64.7K 0.41% 63
2021
Q3 		$803K Buy
7,837
+2,420
+45% +$256K 0.37% 67
2021
Q2 		$560K Sell
5,417
-51
-0.9% -$4.91K 0.26% 80
2021
Q1 		$496K Sell
5,468
-270
-5% -$24.3K 0.25% 77
2020
Q4 		$509K Sell
5,738
-220
-4% -$18.5K 0.28% 71
2020
Q3 		$477K Buy
5,958
+319
+6% +$25K 0.3% 68
2020
Q2 		$405K Hold
5,639
– – 0.28% 69
2020
Q1 		$322K Sell
5,639
-820
-13% -$54K 0.28% 66
2019
Q4 		$453K Sell
6,459
-305
-5% -$19.8K 0.33% 55
2019
Q3 		$425K Hold
6,764
– – 0.35% 56
2019
Q2 		$432K Sell
6,764
-475
-7% -$29.2K 0.37% 55
2019
Q1 		$437K Sell
7,239
-340
-4% -$19.5K 0.43% 51
2018
Q4 		$399K Sell
7,579
-625
-8% -$35.4K 0.42% 46
2018
Q3 		$468K Buy
8,204
+537
+7% +$32.4K 0.44% 46
2018
Q2 		$439K Buy
7,667
+1,300
+20% +$73.5K 0.4% 48
2018
Q1 		$348K Buy
6,367
+960
+18% +$53.9K 0.35% 57
2017
Q4 		$291K Buy
+5,407
New +$284K 0.31% 58

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
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Nikulski Financial's IUSG Position: Q2 2026 in Review

Nikulski Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, selling an estimated $41.5K and leaving 1,905 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #148.

Nikulski Financial first reported a position in IUSG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.51M in Q3 2024. 390 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Nikulski Financial held 1,905 shares of iShares Core S&P US Growth ETF worth $358K as of Q2 2026.
  • Nikulski Financial sold 230 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Core S&P US Growth ETF made up 0.08% of Nikulski Financial's portfolio in Q2 2026, its #148 holding.
  • Nikulski Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Nikulski Financial's iShares Core S&P US Growth ETF position peaked at $1.51M in Q3 2024.
  • 390 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.