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PDS Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

PDS Planning’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 		$237K Buy
+1,261
New +$228K 0.01% 513
2026
Q1 		– Sell
-1,261
Closed -$212K – 577
2025
Q4 		$212K Hold
1,261
– – 0.01% 497
2025
Q3 		$207K Buy
+1,261
New +$198K 0.01% 488

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PDS Planning's IUSG Position: Q2 2026 in Review

PDS Planning opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,261 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: PDS Planning previously reported a position in IUSG as recently as Q4 2025.

PDS Planning first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • PDS Planning held 1,261 shares of iShares Core S&P US Growth ETF worth $237K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new PDS Planning position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #513 holding.
  • PDS Planning first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.