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

PlanVest 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	$163K	Hold	865	–	–	0.11%	118
2026 Q1	$134K	Buy	+865	New	+$142K	0.1%	118

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PlanVest Financial's IUSG Position: Q2 2026 in Review

PlanVest Financial held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 865 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #118.

PlanVest Financial first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

PlanVest Financial held 865 shares of iShares Core S&P US Growth ETF worth $163K as of Q2 2026.
PlanVest Financial left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #118 holding.
PlanVest Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
894 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.