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IUSG icon

One Day In July LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

One Day In July LLC’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
7,627
+150
+2% +$27.1K 0.1% 64
2026
Q1 		$1.16M Buy
7,477
+143
+2% +$23.5K 0.09% 70
2025
Q4 		$1.23M Hold
7,334
– – 0.1% 65
2025
Q3 		$1.21M Buy
7,334
+817
+13% +$128K 0.1% 63
2025
Q2 		$980K Sell
6,517
-75
-1% -$10.2K 0.09% 69
2025
Q1 		$838K Buy
6,592
+610
+10% +$84.4K 0.08% 70
2024
Q4 		$834K Hold
5,982
– – 0.09% 69
2024
Q3 		$789K Sell
5,982
-45
-0.7% -$5.72K 0.09% 72
2024
Q2 		$768K Buy
6,027
+31
+0.5% +$3.7K 0.1% 69
2024
Q1 		$703K Buy
5,996
+635
+12% +$70.6K 0.09% 75
2023
Q4 		$558K Buy
5,361
+231
+5% +$22.8K 0.08% 76
2023
Q3 		$486K Sell
5,130
-140
-3% -$13.7K 0.09% 70
2023
Q2 		$515K Sell
5,270
-50
-0.9% -$4.59K 0.09% 70
2023
Q1 		$472K Buy
5,320
+470
+10% +$40K 0.09% 65
2022
Q4 		$395K Buy
4,850
+966
+25% +$80.7K 0.08% 64
2022
Q3 		$311K Buy
3,884
+1
+0% +$90 0.07% 60
2022
Q2 		$325K Buy
3,883
+423
+12% +$38.8K 0.08% 58
2022
Q1 		$366K Sell
3,460
-59
-2% -$6.13K 0.08% 58
2021
Q4 		$407K Buy
3,519
+1,481
+73% +$165K 0.09% 56
2021
Q3 		$209K Buy
+2,038
New +$215K 0.05% 69

Other funds holding IUSG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

One Day In July LLC's IUSG Position: Q2 2026 in Review

One Day In July LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 2% in Q2 2026, buying an estimated $27.1K and bringing the position to 7,627 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #64.

One Day In July LLC first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. 455 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • One Day In July LLC held 7,627 shares of iShares Core S&P US Growth ETF worth $1.43M as of Q2 2026.
  • One Day In July LLC bought 150 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $27.1K.
  • iShares Core S&P US Growth ETF made up 0.1% of One Day In July LLC's portfolio in Q2 2026, its #64 holding.
  • One Day In July LLC first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.