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

OneAscent Financial Services’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	$479K	Buy	2,546 +2	+0.1%	+$361	0.02%	391
2026 Q1	$395K	Buy	2,544 +334	+15%	+$55K	0.02%	393
2025 Q4	$371K	Hold	2,210	–	–	0.03%	302
2025 Q3	$364K	Sell	2,210 -156	-7%	-$24.5K	0.02%	349
2025 Q2	$356K	Sell	2,366 -1,186	-33%	-$161K	0.03%	373
2025 Q1	$452K	Buy	3,552 +1,831	+106%	+$253K	0.03%	349
2024 Q4	$240K	Buy	+1,721	New	+$236K	0.02%	414

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OneAscent Financial Services's IUSG Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.08% in Q2 2026, buying an estimated $361 and bringing the position to 2,546 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #391.

OneAscent Financial Services first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

OneAscent Financial Services held 2,546 shares of iShares Core S&P US Growth ETF worth $479K as of Q2 2026.
OneAscent Financial Services bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #391 holding.
OneAscent Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.