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Regal Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Regal Investment Advisors’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 		$294K Hold
1,562
– – 0.02% 569
2026
Q1 		$242K Hold
1,562
– – 0.01% 580
2025
Q4 		$262K Buy
+1,562
New +$261K 0.02% 538
2024
Q3 		– Sell
-1,578
Closed -$201K – 543
2024
Q2 		$201K Sell
1,578
-411
-21% -$49K 0.01% 549
2024
Q1 		$233K Sell
1,989
-729
-27% -$81.1K 0.02% 514
2023
Q4 		$283K Buy
2,718
+5
+0.2% +$493 0.02% 431
2023
Q3 		$257K Sell
2,713
-98
-3% -$9.62K 0.02% 418
2023
Q2 		$274K Buy
2,811
+2
+0.1% +$183 0.02% 412
2023
Q1 		$249K Sell
2,809
-639
-19% -$54.4K 0.02% 435
2022
Q4 		$281K Buy
3,448
+643
+23% +$53.7K 0.03% 392
2022
Q3 		$225K Buy
2,805
+35
+1% +$3.15K 0.02% 422
2022
Q2 		$232K Sell
2,770
-68
-2% -$6.23K 0.02% 430
2022
Q1 		$300K Sell
2,838
-358
-11% -$37.2K 0.03% 410
2021
Q4 		$370K Buy
3,196
+1
+0% +$111 0.03% 383
2021
Q3 		$327K Buy
3,195
+2
+0.1% +$211 0.03% 399
2021
Q2 		$322K Buy
+3,193
New +$308K 0.03% 398
2015
Q4 		– Sell
-950
Closed -$36K – 577
2015
Q3 		$36K Hold
950
– – 0.01% 463
2015
Q2 		$38K Hold
950
– – 0.01% 462
2015
Q1 		$39K Hold
950
– – 0.01% 459
2014
Q4 		$37K Hold
950
– – 0.01% 437
2014
Q3 		$35K Hold
950
– – 0.01% 461
2014
Q2 		$35K Buy
+950
New +$34.1K 0.01% 445

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

Regal Investment Advisors's IUSG Position: Q2 2026 in Review

Regal Investment Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,562 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #569.

Regal Investment Advisors first reported a position in IUSG in Q2 2014 and has held it in 22 quarters since. The position peaked at $370K in Q4 2021. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Regal Investment Advisors held 1,562 shares of iShares Core S&P US Growth ETF worth $294K as of Q2 2026.
  • Regal Investment Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #569 holding.
  • Regal Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2014 and has held it in 22 quarters since.
  • Regal Investment Advisors's iShares Core S&P US Growth ETF position peaked at $370K in Q4 2021.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.