Retirement Income Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Retirement Income Solutions’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	$620K	Hold	4,000	–	–	0.11%	76
2026 Q1	$620K	Hold	4,000	–	–	0.11%	76
2025 Q4	$672K	Hold	4,000	–	–	0.11%	69
2025 Q3	$658K	Hold	4,000	–	–	0.11%	71
2025 Q2	$602K	Hold	4,000	–	–	0.11%	74
2025 Q1	$508K	Sell	4,000 -14	-0.3%	-$1.94K	0.11%	72
2024 Q4	$559K	Buy	4,014 +14	+0.4%	+$1.92K	0.11%	69
2024 Q3	$528K	Hold	4,000	–	–	0.12%	69
2024 Q2	$510K	Hold	4,000	–	–	0.12%	70
2024 Q1	$469K	Hold	4,000	–	–	0.11%	82
2023 Q4	$416K	Hold	4,000	–	–	0.1%	86
2023 Q3	$379K	Hold	4,000	–	–	0.11%	86
2023 Q2	$391K	Hold	4,000	–	–	0.1%	90
2023 Q1	$355K	Buy	+4,000	New	+$341K	0.1%	94

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 $104B AUM 28.3% 1-Year Est. Return

Retirement Income Solutions's IUSG Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,000 shares worth $620K. The position accounts for 0.11% of the portfolio, ranked #76.

Retirement Income Solutions first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $672K in Q4 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Retirement Income Solutions held 4,000 shares of iShares Core S&P US Growth ETF worth $620K as of Q2 2026.
Retirement Income Solutions 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 Retirement Income Solutions's portfolio in Q2 2026, its #76 holding.
Retirement Income Solutions first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
Retirement Income Solutions's iShares Core S&P US Growth ETF position peaked at $672K in Q4 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.