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

Peak Planning 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 Q2	$451K	Sell	2,396 -423	-15%	-$76.4K	0.1%	82
2026 Q1	$437K	Sell	2,819 -130	-4%	-$21.4K	0.12%	83
2025 Q4	$495K	Sell	2,949 -745	-20%	-$124K	0.14%	79
2025 Q3	$608K	Sell	3,694 -875	-19%	-$137K	0.32%	39
2025 Q2	$687K	Sell	4,569 -300	-6%	-$40.7K	0.44%	33
2025 Q1	$619K	Sell	4,869 -571	-10%	-$79K	0.26%	61
2024 Q4	$758K	Sell	5,440 -750	-12%	-$103K	0.32%	58
2024 Q3	$817K	Hold	6,190	–	–	0.36%	55
2024 Q2	$789K	Buy	+6,190	New	+$738K	0.39%	51

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

Peak Planning Group's IUSG Position: Q2 2026 in Review

Peak Planning Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q2 2026, selling an estimated $76.4K and leaving 2,396 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #82.

Peak Planning Group first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $817K in Q3 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Peak Planning Group held 2,396 shares of iShares Core S&P US Growth ETF worth $451K as of Q2 2026.
Peak Planning Group sold 423 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $76.4K.
iShares Core S&P US Growth ETF made up 0.1% of Peak Planning Group's portfolio in Q2 2026, its #82 holding.
Peak Planning Group first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's iShares Core S&P US Growth ETF position peaked at $817K in Q3 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.