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Root Financial Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Root Financial 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
Q2 		– Sell
-76
Closed -$11.8K – 1807
2026
Q1 		$11.8K Hold
76
– – ﹤0.01% 1602
2025
Q4 		$12.8K Sell
76
-12
-14% -$2K ﹤0.01% 1396
2025
Q3 		$14.5K Buy
+88
New +$13.8K ﹤0.01% 1279

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Root Financial Partners's IUSG Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 76 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in IUSG in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q3 2025. 377 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 76 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.8K.
  • Root Financial Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core S&P US Growth ETF position peaked at $14.5K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.