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

Omega 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 		$4.71M Buy
25,020
+7
+0% +$1.26K 1.43% 22
2026
Q1 		$3.88M Buy
25,013
+363
+1% +$59.8K 1.26% 24
2025
Q4 		$4.14M Buy
24,650
+114
+0.5% +$19K 1.36% 22
2025
Q3 		$4.04M Buy
24,536
+125
+0.5% +$19.6K 1.34% 23
2025
Q2 		$3.67M Buy
24,411
+790
+3% +$107K 1.31% 24
2025
Q1 		$3M Sell
23,621
-238
-1% -$32.9K 1.15% 26
2024
Q4 		$3.32M Sell
23,859
-448
-2% -$61.5K 1.26% 25
2024
Q3 		$3.21M Buy
24,307
+1,231
+5% +$157K 1.22% 26
2024
Q2 		$2.94M Buy
23,076
+596
+3% +$71.1K 1.19% 27
2024
Q1 		$2.63M Buy
22,480
+9
+0% +$1K 1.08% 31
2023
Q4 		$2.34M Buy
22,471
+771
+4% +$75.9K 1% 33
2023
Q3 		$2.06M Sell
21,700
-781
-3% -$76.6K 1.01% 32
2023
Q2 		$2.2M Sell
22,481
-1,468
-6% -$135K 1.01% 32
2023
Q1 		$2.13M Buy
23,949
+3,349
+16% +$285K 0.98% 32
2022
Q4 		$1.69M Sell
20,600
-1,398
-6% -$117K 0.87% 35
2022
Q3 		$1.76M Buy
21,998
+1,224
+6% +$110K 0.91% 33
2022
Q2 		$1.74M Buy
20,774
+425
+2% +$39K 0.84% 34
2022
Q1 		$2.15M Buy
20,349
+1,551
+8% +$161K 0.93% 31
2021
Q4 		$2.17M Buy
18,798
+1,664
+10% +$186K 0.96% 30
2021
Q3 		$1.75M Buy
17,134
+2,606
+18% +$275K 0.84% 36
2021
Q2 		$1.47M Buy
14,528
+2,250
+18% +$217K 0.71% 39
2021
Q1 		$1.11M Sell
12,278
-319
-3% -$28.7K 0.57% 41
2020
Q4 		$1.12M Sell
12,597
-217
-2% -$18.3K 0.6% 42
2020
Q3 		$1.02M Sell
12,814
-525
-4% -$41.1K 0.62% 40
2020
Q2 		$959K Buy
13,339
+654
+5% +$43.5K 0.62% 38
2020
Q1 		$724K Buy
12,685
+7,476
+144% +$492K 0.55% 38
2019
Q4 		$352K Sell
5,209
-14
-0.3% -$907 0.23% 54
2019
Q3 		$328K Buy
5,223
+990
+23% +$62.6K 0.23% 54
2019
Q2 		$265K Buy
4,233
+184
+5% +$11.3K 0.2% 55
2019
Q1 		$244K Buy
+4,049
New +$232K 0.18% 60

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

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

Omega Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.03% in Q2 2026, buying an estimated $1.26K and bringing the position to 25,020 shares worth $4.71M. The position accounts for 1.43% of the portfolio, ranked #22.

Omega Financial Group first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Omega Financial Group held 25,020 shares of iShares Core S&P US Growth ETF worth $4.71M as of Q2 2026.
  • Omega Financial Group bought 7 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.26K.
  • iShares Core S&P US Growth ETF made up 1.43% of Omega Financial Group's portfolio in Q2 2026, its #22 holding.
  • Omega Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.