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

Oxford 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 Q1	$6.2K	Hold	40	–	–	﹤0.01%	293
2025 Q4	$6.72K	Hold	40	–	–	﹤0.01%	277
2025 Q3	$6.58K	Hold	40	–	–	﹤0.01%	271
2025 Q2	$6.02K	Hold	40	–	–	﹤0.01%	255
2025 Q1	$5.08K	Sell	40 -2,165	-98%	-$299K	﹤0.01%	257
2024 Q4	$307K	Buy	2,205 +2,165	+5,413%	+$297K	0.02%	202
2024 Q3	$5.28K	Hold	40	–	–	﹤0.01%	287
2024 Q2	$5.1K	Sell	40 -23	-37%	-$2.74K	﹤0.01%	315
2024 Q1	$7.38K	Hold	63	–	–	﹤0.01%	268
2023 Q4	$6.56K	Hold	63	–	–	﹤0.01%	293
2023 Q3	$5.97K	Hold	63	–	–	﹤0.01%	260
2023 Q2	$6.15K	Hold	63	–	–	﹤0.01%	285
2023 Q1	$5.59K	Buy	63 +23	+58%	+$1.96K	﹤0.01%	247
2022 Q4	$3.26K	Hold	40	–	–	﹤0.01%	254
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	231
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	254
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	255
2021 Q4	$5K	Buy	+40	New	+$4.46K	﹤0.01%	264

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxford Financial Group's IUSG Position: Q1 2026 in Review

Oxford Financial Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 40 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Oxford Financial Group first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $307K in Q4 2024. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Oxford Financial Group held 40 shares of iShares Core S&P US Growth ETF worth $6.2K as of Q1 2026.
Oxford Financial Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #293 holding.
Oxford Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oxford Financial Group's iShares Core S&P US Growth ETF position peaked at $307K in Q4 2024.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.