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PFG Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

PFG Investments’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 		$1.32M Buy
7,038
+104
+1% +$18.8K 0.05% 324
2026
Q1 		$1.08M Buy
6,934
+495
+8% +$81.5K 0.05% 347
2025
Q4 		$1.08M Sell
6,439
-134
-2% -$22.4K 0.05% 324
2025
Q3 		$1.08M Buy
6,573
+221
+3% +$34.7K 0.06% 310
2025
Q2 		$955K Buy
6,352
+9
+0.1% +$1.22K 0.06% 317
2025
Q1 		$806K Sell
6,343
-654
-9% -$90.4K 0.05% 349
2024
Q4 		$975K Sell
6,997
-731
-9% -$100K 0.06% 303
2024
Q3 		$1.02M Buy
7,728
+14
+0.2% +$1.78K 0.07% 297
2024
Q2 		$983K Buy
7,714
+14
+0.2% +$1.67K 0.07% 272
2024
Q1 		$903K Sell
7,700
-911
-11% -$101K 0.05% 357
2023
Q4 		$896K Sell
8,611
-166
-2% -$16.4K 0.17% 146
2023
Q3 		$832K Hold
8,777
– – 0.16% 141
2023
Q2 		$857K Buy
8,777
+151
+2% +$13.8K 0.15% 146
2023
Q1 		$766K Buy
+8,626
New +$735K 0.16% 144

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 $103B AUM 28.65% 1-Year Est. Return

PFG Investments's IUSG Position: Q2 2026 in Review

PFG Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,038 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #324.

PFG Investments first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • PFG Investments held 7,038 shares of iShares Core S&P US Growth ETF worth $1.32M as of Q2 2026.
  • PFG Investments bought 104 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $18.8K.
  • iShares Core S&P US Growth ETF made up 0.05% of PFG Investments's portfolio in Q2 2026, its #324 holding.
  • PFG Investments first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.