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

Richardson 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
Q1 		– Sell
-90
Closed -$15.1K – 635
2025
Q4 		$15.1K Buy
+90
New +$15K ﹤0.01% 435

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 $1.66T AUM 25.57% 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 $208B AUM 16.12% 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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richardson Financial Services's IUSG Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 90 shares — an estimated $15.1K sold.

Richardson Financial Services first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $15.1K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Richardson Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 90 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $15.1K.
  • Richardson Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
  • Richardson Financial Services's iShares Core S&P US Growth ETF position peaked at $15.1K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.