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

Patriot Financial Group Insurance Agency’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 		$988K Sell
5,253
-5,269
-50% -$952K 0.1% 229
2026
Q1 		$1.63M Buy
10,522
+5,274
+100% +$868K 0.09% 234
2025
Q4 		$881K Sell
5,248
-47
-0.9% -$7.84K 0.1% 222
2025
Q3 		$871K Buy
5,295
+21
+0.4% +$3.3K 0.11% 210
2025
Q2 		$793K Hold
5,274
– – 0.09% 243
2025
Q1 		$670K Sell
5,274
-90
-2% -$12.4K 0.09% 244
2024
Q4 		$747K Sell
5,364
-30
-0.6% -$4.12K 0.1% 221
2024
Q3 		$712K Buy
5,394
+120
+2% +$15.3K 0.1% 234
2024
Q2 		$672K Sell
5,274
-81
-2% -$9.66K 0.1% 224
2024
Q1 		$628K Buy
5,355
+56
+1% +$6.23K 0.1% 223
2023
Q4 		$552K Buy
5,299
+89
+2% +$8.77K 0.1% 233
2023
Q3 		$494K Sell
5,210
-2,974
-36% -$292K 0.1% 235
2023
Q2 		$799K Sell
8,184
-95
-1% -$8.71K 0.15% 162
2023
Q1 		$735K Buy
8,279
+4,660
+129% +$397K 0.15% 163
2022
Q4 		$295K Sell
3,619
-517
-13% -$43.2K 0.04% 316
2022
Q3 		$332K Buy
4,136
+2,429
+142% +$219K 0.08% 277
2022
Q2 		$143K Buy
1,707
+1,627
+2,034% +$149K 0.03% 458
2022
Q1 		$8K Hold
80
– – ﹤0.01% 1446
2021
Q4 		$9K Hold
80
– – ﹤0.01% 1529
2021
Q3 		$8K Hold
80
– – ﹤0.01% 1556
2021
Q2 		$8K Sell
80
-535
-87% -$51.6K ﹤0.01% 1512
2021
Q1 		$56K Buy
615
+535
+669% +$48.2K 0.01% 733
2020
Q4 		$7K Hold
80
– – ﹤0.01% 1325
2020
Q3 		$6K Hold
80
– – ﹤0.01% 1183
2020
Q2 		$6K Hold
80
– – ﹤0.01% 1131
2020
Q1 		$5K Sell
80
-83
-51% -$5.46K ﹤0.01% 1073
2019
Q4 		$11K Sell
163
-302
-65% -$19.6K ﹤0.01% 820
2019
Q3 		$29K Sell
465
-99
-18% -$6.26K 0.01% 553
2019
Q2 		$36K Hold
564
– – 0.02% 494
2019
Q1 		$34K Sell
564
-53
-9% -$3.04K 0.02% 446
2018
Q4 		$33K Sell
617
-165
-21% -$9.35K 0.02% 384
2018
Q3 		$49K Sell
782
-1,080
-58% -$65.2K 0.03% 305
2018
Q2 		$107K Sell
1,862
-5,962
-76% -$337K 0.11% 109
2018
Q1 		$417K Buy
7,824
+1,247
+19% +$70K 0.31% 68
2017
Q4 		$366K Buy
6,577
+247
+4% +$13K 0.27% 78
2017
Q3 		$324K Buy
6,330
+442
+8% +$21.9K 0.29% 69
2017
Q2 		$285K Buy
5,888
+590
+11% +$28.2K 0.3% 64
2017
Q1 		$245K Buy
+5,298
New +$240K 0.26% 68

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Patriot Financial Group Insurance Agency's IUSG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core S&P US Growth ETF (IUSG) stake by 50% in Q2 2026, selling an estimated $952K and leaving 5,253 shares worth $988K. The position accounts for 0.1% of the portfolio, ranked #229.

Patriot Financial Group Insurance Agency first reported a position in IUSG in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.63M in Q1 2026. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,253 shares of iShares Core S&P US Growth ETF worth $988K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,269 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $952K.
  • iShares Core S&P US Growth ETF made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #229 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core S&P US Growth ETF position peaked at $1.63M in Q1 2026.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.