Planning Directions’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.31M | Sell |
14,862
-132
| -0.9% | -$21.7K | 1.17% | 20 |
|
|
2025
Q4 | $2.52M | Sell |
14,994
-1,918
| -11% | -$320K | 1.27% | 17 |
|
|
2025
Q3 | $2.78M | Sell |
16,912
-348
| -2% | -$54.7K | 1.45% | 16 |
|
|
2025
Q2 | $2.6M | Sell |
17,260
-916
| -5% | -$124K | 1.46% | 16 |
|
|
2025
Q1 | $2.31M | Sell |
18,176
-3,611
| -17% | -$499K | 0.99% | 25 |
|
|
2024
Q4 | $3.04M | Sell |
21,787
-516
| -2% | -$70.8K | 1.76% | 13 |
|
|
2024
Q3 | $2.94M | Buy |
22,303
+486
| +2% | +$61.8K | 1.75% | 14 |
|
|
2024
Q2 | $2.78M | Sell |
21,817
-1,475
| -6% | -$176K | 1.89% | 12 |
|
|
2024
Q1 | $2.73M | Sell |
23,292
-488
| -2% | -$54.3K | 1.9% | 11 |
|
|
2023
Q4 | $2.48M | Sell |
23,780
-697
| -3% | -$68.7K | 1.77% | 11 |
|
|
2023
Q3 | $2.32M | Buy |
24,477
+26
| +0.1% | +$2.55K | 1.78% | 12 |
|
|
2023
Q2 | $2.39M | Buy |
24,451
+827
| +4% | +$75.8K | 1.74% | 13 |
|
|
2023
Q1 | $2.1M | Buy |
23,624
+856
| +4% | +$72.9K | 1.56% | 14 |
|
|
2022
Q4 | $1.86M | Sell |
22,768
-547
| -2% | -$45.7K | 1.42% | 14 |
|
|
2022
Q3 | $1.87M | Sell |
23,315
-1,077
| -4% | -$97K | 1.51% | 12 |
|
|
2022
Q2 | $2.04M | Sell |
24,392
-749
| -3% | -$68.7K | 1.57% | 12 |
|
|
2022
Q1 | $2.66M | Sell |
25,141
-488
| -2% | -$50.7K | 1.87% | 11 |
|
|
2021
Q4 | $2.96M | Sell |
25,629
-49
| -0.2% | -$5.46K | 1.97% | 11 |
|
|
2021
Q3 | $2.63M | Buy |
25,678
+567
| +2% | +$59.9K | 1.91% | 11 |
|
|
2021
Q2 | $2.54M | Sell |
25,111
-1,108
| -4% | -$107K | 1.85% | 12 |
|
|
2021
Q1 | $2.38M | Sell |
26,219
-1,345
| -5% | -$121K | 1.87% | 12 |
|
|
2020
Q4 | $2.44M | Sell |
27,564
-1,225
| -4% | -$103K | 1.98% | 11 |
|
|
2020
Q3 | $2.3M | Sell |
28,789
-1,398
| -5% | -$110K | 2.03% | 12 |
|
|
2020
Q2 | $2.17M | Buy |
+30,187
| New | +$2.01M | 2.03% | 12 |
|
|
2020
Q1 | – | Sell |
-30,832
| Closed | -$2.08M | – | 76 |
|
|
2019
Q4 | $2.08M | Sell |
30,832
-899
| -3% | -$58.2K | 1.93% | 12 |
|
|
2019
Q3 | $2M | Sell |
31,731
-1,508
| -5% | -$95.4K | 1.91% | 12 |
|
|
2019
Q2 | $2.08M | Buy |
33,239
+672
| +2% | +$41.3K | 2.11% | 11 |
|
|
2019
Q1 | $1.96M | Buy |
32,567
+1,305
| +4% | +$74.9K | 2.33% | 10 |
|
|
2018
Q4 | $1.65M | Sell |
31,262
-204
| -0.6% | -$11.6K | 2.04% | 11 |
|
|
2018
Q3 | $1.96M | Buy |
31,466
+598
| +2% | +$36.1K | 1.82% | 12 |
|
|
2018
Q2 | $1.77M | Buy |
30,868
+565
| +2% | +$31.9K | 1.71% | 14 |
|
|
2018
Q1 | $1.66M | Buy |
+30,303
| New | +$1.7M | 1.62% | 14 |
|
Other funds holding IUSG
MFG
BTI
Planning Directions's IUSG Position: Q1 2026 in Review
Planning Directions reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.88% in Q1 2026, selling an estimated $21.7K and leaving 14,862 shares worth $2.31M. The position accounts for 1.17% of the portfolio, ranked #20.
Planning Directions first reported a position in IUSG in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.04M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.
- Planning Directions held 14,862 shares of iShares Core S&P US Growth ETF worth $2.31M as of Q1 2026.
- Planning Directions sold 132 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $21.7K.
- iShares Core S&P US Growth ETF made up 1.17% of Planning Directions's portfolio in Q1 2026, its #20 holding.
- Planning Directions first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's iShares Core S&P US Growth ETF position peaked at $3.04M in Q4 2024.
- 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.