PBF
IUSG icon

Petix & Botte Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Petix & Botte Financial’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 		$19.7M Buy
104,982
+44,842
+75% +$8.1M 3.97% 4
2026
Q1 		$18.9M Sell
60,140
-68,829
-53% -$11.3M 4.2% 4
2025
Q4 		$21.7M Sell
128,969
-18,688
-13% -$3.12M 4.91% 3
2025
Q3 		$24.3M Sell
147,657
-11,916
-7% -$1.87M 5.61% 2
2025
Q2 		$24M Sell
159,573
-8,863
-5% -$1.2M 5.89% 2
2025
Q1 		$21.4M Sell
168,436
-23,323
-12% -$3.23M 5.64% 2
2024
Q4 		$26.7M Sell
191,759
-67,401
-26% -$9.25M 7.03% 1
2024
Q3 		$34.2M Buy
259,160
+4,787
+2% +$609K 9.1% 1
2024
Q2 		$32.4M Buy
254,373
+119,666
+89% +$14.3M 9.19% 1
2024
Q1 		$15.8M Sell
134,707
-135,057
-50% -$15M 3.92% 5
2023
Q4 		$28.1M Sell
269,764
-239
-0.1% -$23.5K 8.27% 1
2023
Q3 		$25.6M Buy
270,003
+5,932
+2% +$582K 8.07% 1
2023
Q2 		$25.8M Buy
264,071
+138,615
+110% +$12.7M 8% 1
2023
Q1 		$11.1M Buy
+125,456
New +$10.7M 7.51% 1
2022
Q3 		$9.22M Buy
114,983
+395
+0.3% +$35.6K 7.02% 2
2022
Q2 		$9.59M Sell
114,588
-114,035
-50% -$10.5M 7.06% 3
2022
Q1 		$24.2M Buy
228,623
+119,386
+109% +$12.4M 7.45% 1
2021
Q4 		$12.6M Sell
109,237
-95,854
-47% -$10.7M 8.03% 1
2021
Q3 		$21M Buy
205,091
+111,237
+119% +$11.7M 7.12% 1
2021
Q2 		$9.48M Buy
93,854
+1,485
+2% +$143K 6.61% 1
2021
Q1 		$8.39M Buy
92,369
+1,964
+2% +$177K 6.19% 2
2020
Q4 		$8.02M Sell
90,405
-1,399
-2% -$118K 6% 3
2020
Q3 		$7.34M Sell
91,804
-94,228
-51% -$7.38M 5.85% 3
2020
Q2 		$6.83M Buy
186,032
+96,089
+107% +$6.38M 5.63% 3
2020
Q1 		$5.13M Buy
89,943
+6,494
+8% +$427K 5% 3
2019
Q4 		$5.64M Buy
+83,449
New +$5.41M 4.44% 4

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

Petix & Botte Financial's IUSG Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 75% in Q2 2026, buying an estimated $8.1M and bringing the position to 104,982 shares worth $19.7M. The position accounts for 3.97% of the portfolio, ranked #4.

Petix & Botte Financial first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.2M in Q3 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Petix & Botte Financial held 104,982 shares of iShares Core S&P US Growth ETF worth $19.7M as of Q2 2026.
  • Petix & Botte Financial bought 44,842 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.1M.
  • iShares Core S&P US Growth ETF made up 3.97% of Petix & Botte Financial's portfolio in Q2 2026, its #4 holding.
  • Petix & Botte Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's iShares Core S&P US Growth ETF position peaked at $34.2M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.