Pinnacle Wealth Planning Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$954K	Buy	+4,925	New	+$933K	0.09%	130

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's IUSG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 4,925 shares worth $954K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings.

840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Pinnacle Wealth Planning Services held 4,925 shares of iShares Core S&P US Growth ETF worth $954K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Pinnacle Wealth Planning Services position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #130 holding.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.