Proficio Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Proficio Capital Partners’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 Q1	$235K	Hold	1,514	–	–	0.01%	226
2025 Q4	$254K	Hold	1,514	–	–	0.02%	211
2025 Q3	$249K	Hold	1,514	–	–	0.02%	198
2025 Q2	$228K	Buy	+1,514	New	+$205K	0.01%	389
2025 Q1	–	Sell	-1,514	Closed	-$211K	–	399
2024 Q4	$211K	Buy	+1,514	New	+$208K	0.02%	337
2019 Q1	–	Sell	-3,770	Closed	-$199K	–	1722
2018 Q4	$199K	Hold	3,770	–	–	0.09%	107
2018 Q3	$234K	Hold	3,770	–	–	0.08%	116
2018 Q2	$216K	Hold	3,770	–	–	0.09%	123
2018 Q1	$206K	Hold	3,770	–	–	0.06%	127
2017 Q4	$203K	Hold	3,770	–	–	0.07%	127
2017 Q3	$190K	Hold	3,770	–	–	0.08%	168
2017 Q2	$187K	Hold	3,770	–	–	0.08%	182
2017 Q1	$181K	Hold	3,770	–	–	0.08%	178
2016 Q4	$162K	Hold	3,770	–	–	0.07%	146
2016 Q3	$160K	Sell	3,770 -3,770	-50%	-$160K	0.09%	144
2016 Q2	$161K	Buy	7,540 +3,770	+100%	+$153K	0.1%	144
2016 Q1	$153K	Buy	+3,770	New	+$145K	0.13%	111

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's IUSG Position: Q1 2026 in Review

Proficio Capital Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 1,514 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #226.

Proficio Capital Partners first reported a position in IUSG in Q1 2016 and has held it in 17 quarters since. The position peaked at $254K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Proficio Capital Partners held 1,514 shares of iShares Core S&P US Growth ETF worth $235K as of Q1 2026.
Proficio Capital Partners left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #226 holding.
Proficio Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 17 quarters since.
Proficio Capital Partners's iShares Core S&P US Growth ETF position peaked at $254K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.