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

Prospera Financial Services’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 		$4.28M Buy
22,748
+2,081
+10% +$376K 0.06% 319
2026
Q1 		$3.21M Buy
20,667
+3,750
+22% +$617K 0.05% 373
2025
Q4 		$2.84M Sell
16,917
-816
-5% -$136K 0.05% 388
2025
Q3 		$2.92M Buy
17,733
+816
+5% +$128K 0.05% 380
2025
Q2 		$2.55M Buy
16,917
+2,468
+17% +$335K 0.05% 399
2025
Q1 		$1.84M Sell
14,449
-247
-2% -$34.2K 0.04% 408
2024
Q4 		$2.05M Sell
14,696
-491
-3% -$67.4K 0.05% 365
2024
Q3 		$2.01M Buy
15,187
+239
+2% +$30.4K 0.05% 335
2024
Q2 		$1.91M Sell
14,948
-513
-3% -$61.2K 0.05% 345
2024
Q1 		$1.81M Sell
15,461
-696
-4% -$77.4K 0.05% 347
2023
Q4 		$1.68M Buy
16,157
+8,318
+106% +$819K 0.06% 345
2023
Q3 		$745K Buy
7,839
+121
+2% +$11.9K 0.03% 503
2023
Q2 		$755K Sell
7,718
-86
-1% -$7.89K 0.03% 493
2023
Q1 		$694K Buy
7,804
+2,362
+43% +$201K 0.03% 519
2022
Q4 		$444K Sell
5,442
-601
-10% -$50.2K 0.02% 565
2022
Q3 		$486K Sell
6,043
-130
-2% -$11.7K 0.03% 528
2022
Q2 		$518K Sell
6,173
-866
-12% -$79.4K 0.03% 504
2022
Q1 		$745K Buy
7,039
+267
+4% +$27.7K 0.03% 491
2021
Q4 		$784K Buy
6,772
+125
+2% +$13.9K 0.03% 459
2021
Q3 		$682K Sell
6,647
-376
-5% -$39.7K 0.03% 446
2021
Q2 		$710K Buy
7,023
+452
+7% +$43.6K 0.04% 442
2021
Q1 		$597K Buy
6,571
+485
+8% +$43.7K 0.04% 445
2020
Q4 		$541K Buy
6,086
+5,698
+1,469% +$479K 0.04% 408
2020
Q3 		$31K Sell
388
-4,234
-92% -$332K 0.01% 771
2020
Q2 		$332K Buy
4,622
+1
+0% +$66 0.03% 417
2020
Q1 		$264K Sell
4,621
-529
-10% -$34.8K 0.03% 419
2019
Q4 		$348K Buy
5,150
+512
+11% +$33.2K 0.03% 447
2019
Q3 		$292K Buy
4,638
+584
+14% +$36.9K 0.03% 441
2019
Q2 		$259K Buy
+4,054
New +$249K 0.03% 436

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $104B AUM 28.3% 1-Year Est. Return

Prospera Financial Services's IUSG Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q2 2026, buying an estimated $376K and bringing the position to 22,748 shares worth $4.28M. The position accounts for 0.06% of the portfolio, ranked #319.

Prospera Financial Services first reported a position in IUSG in Q2 2019 and has held it in 29 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Prospera Financial Services held 22,748 shares of iShares Core S&P US Growth ETF worth $4.28M as of Q2 2026.
  • Prospera Financial Services bought 2,081 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $376K.
  • iShares Core S&P US Growth ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #319 holding.
  • Prospera Financial Services first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.