Plante Moran Financial Advisors’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 | – | Sell |
-89
| Closed | -$14.9K | – | 815 |
|
|
2025
Q4 | $14.9K | Hold |
89
| – | – | ﹤0.01% | 502 |
|
|
2025
Q3 | $14.6K | Hold |
89
| – | – | ﹤0.01% | 509 |
|
|
2025
Q2 | $13.4K | Hold |
89
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $11.3K | Hold |
89
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $12.4K | Sell |
89
-325
| -79% | -$44.6K | ﹤0.01% | 550 |
|
|
2024
Q3 | $54.6K | Buy |
414
+325
| +365% | +$41.3K | ﹤0.01% | 373 |
|
|
2024
Q2 | $11.3K | Hold |
89
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $10.4K | Hold |
89
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $9.27K | Sell |
89
-27
| -23% | -$2.66K | ﹤0.01% | 562 |
|
|
2023
Q3 | $11K | Buy |
116
+27
| +30% | +$2.65K | ﹤0.01% | 523 |
|
|
2023
Q2 | $8.69K | Hold |
89
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $7.9K | Sell |
89
-1,658
| -95% | -$141K | ﹤0.01% | 592 |
|
|
2022
Q4 | $142K | Hold |
1,747
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $140K | Hold |
1,747
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $146K | Sell |
1,747
-619
| -26% | -$56.8K | 0.02% | 176 |
|
|
2022
Q1 | $250K | Buy |
2,366
+89
| +4% | +$9.25K | 0.05% | 140 |
|
|
2021
Q4 | $263K | Sell |
2,277
-190
| -8% | -$21.2K | 0.04% | 151 |
|
|
2021
Q3 | $253K | Hold |
2,467
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $249K | Sell |
2,467
-299
| -11% | -$28.8K | 0.06% | 149 |
|
|
2021
Q1 | $251K | Sell |
2,766
-2,181
| -44% | -$197K | 0.07% | 145 |
|
|
2020
Q4 | $439K | Buy |
4,947
+95
| +2% | +$7.99K | 0.14% | 90 |
|
|
2020
Q3 | $388K | Buy |
4,852
+2,167
| +81% | +$170K | 0.14% | 84 |
|
|
2020
Q2 | $193K | Sell |
2,685
-2,004
| -43% | -$133K | 0.08% | 132 |
|
|
2020
Q1 | $268K | Sell |
4,689
-257
| -5% | -$16.9K | 0.12% | 93 |
|
|
2019
Q4 | $335K | Sell |
4,946
-574
| -10% | -$37.2K | 0.12% | 108 |
|
|
2019
Q3 | $347K | Buy |
5,520
+4,790
| +656% | +$303K | 0.1% | 112 |
|
|
2019
Q2 | $46K | Sell |
730
-334
| -31% | -$20.5K | 0.01% | 355 |
|
|
2019
Q1 | $64K | Buy |
1,064
+677
| +175% | +$38.8K | 0.02% | 285 |
|
|
2018
Q4 | $20K | Sell |
387
-89
| -19% | -$5.04K | 0.01% | 430 |
|
|
2018
Q3 | $30K | Hold |
476
| – | – | 0.01% | 382 |
|
|
2018
Q2 | $27K | Sell |
476
-23
| -5% | -$1.3K | 0.01% | 435 |
|
|
2018
Q1 | $27K | Sell |
499
-17
| -3% | -$954 | 0.01% | 453 |
|
|
2017
Q4 | $28K | Buy |
+516
| New | +$27.1K | 0.02% | 446 |
|
|
2015
Q4 | – | Sell |
-170
| Closed | -$6K | – | 970 |
|
|
2015
Q3 | $6K | Hold |
170
| – | – | ﹤0.01% | 558 |
|
|
2015
Q2 | $7K | Hold |
170
| – | – | 0.01% | 573 |
|
|
2015
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 566 |
|
|
2014
Q4 | $7K | Buy |
+170
| New | +$6.49K | 0.01% | 603 |
|
Other funds holding IUSG
MFG
BTI
Plante Moran Financial Advisors's IUSG Position: Q1 2026 in Review
Plante Moran Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 89 shares — an estimated $14.9K sold.
Plante Moran Financial Advisors first reported a position in IUSG in Q4 2014 and held it in 37 quarters. The position peaked at $439K in Q4 2020. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.
- Plante Moran Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
- Plante Moran Financial Advisors sold 89 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $14.9K.
- Plante Moran Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 37 quarters.
- Plante Moran Financial Advisors's iShares Core S&P US Growth ETF position peaked at $439K in Q4 2020.
- 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.