Opinicus Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Opinicus Capital’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 Q3	$325K	Sell	1,679 -41	-2%	-$7.76K	0.18%	81
2026 Q2	$324K	Sell	1,720 -31	-2%	-$5.6K	0.17%	80
2026 Q1	$272K	Sell	1,751 -352	-17%	-$57.9K	0.19%	85
2025 Q4	$353K	Sell	2,103 -58	-3%	-$9.7K	0.25%	77
2025 Q3	$356K	Sell	2,161 -71	-3%	-$11.2K	0.25%	81
2025 Q2	$336K	Sell	2,232 -46	-2%	-$6.24K	0.26%	81
2025 Q1	$290K	Sell	2,278 -222	-9%	-$30.7K	0.26%	85
2024 Q4	$348K	Sell	2,500 -11	-0.4%	-$1.51K	0.29%	78
2024 Q3	$331K	Buy	+2,511	New	+$319K	0.26%	82

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Opinicus Capital's IUSG Position: Q3 2026 in Review

Opinicus Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.4% in Q3 2026, selling an estimated $7.76K and leaving 1,679 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #81.

Opinicus Capital first reported a position in IUSG in Q3 2024 and has held it in 9 quarters since. The position peaked at $356K in Q3 2025. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Opinicus Capital held 1,679 shares of iShares Core S&P US Growth ETF worth $325K as of Q3 2026.
Opinicus Capital sold 41 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $7.76K.
iShares Core S&P US Growth ETF made up 0.18% of Opinicus Capital's portfolio in Q3 2026, its #81 holding.
Opinicus Capital first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 9 quarters since.
Opinicus Capital's iShares Core S&P US Growth ETF position peaked at $356K in Q3 2025.
573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.