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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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.