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

Roxbury Financial’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 		$72.6K Hold
386
– – 0.06% 172
2026
Q1 		$59.8K Sell
386
-3
-0.8% -$494 0.05% 174
2025
Q4 		$65.4K Hold
389
– – 0.06% 164
2025
Q3 		$63.9K Buy
389
+1
+0.3% +$157 0.06% 159
2025
Q2 		$58.4K Sell
388
-104
-21% -$14.1K 0.06% 160
2025
Q1 		$68.2K Buy
492
+1
+0.2% +$138 0.07% 145
2024
Q4 		$68.3K Buy
+491
New +$67.4K 0.07% 138

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Roxbury Financial's IUSG Position: Q2 2026 in Review

Roxbury Financial held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 386 shares worth $72.6K. The position accounts for 0.06% of the portfolio, ranked #172.

Roxbury Financial first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Roxbury Financial held 386 shares of iShares Core S&P US Growth ETF worth $72.6K as of Q2 2026.
  • Roxbury Financial left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #172 holding.
  • Roxbury Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.