RPG Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

RPG Investment Advisory’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	$940K	Buy	4,997 +15	+0.3%	+$2.71K	0.1%	65
2026 Q1	$773K	Buy	4,982 +416	+9%	+$68.5K	0.09%	67
2025 Q4	$767K	Buy	4,566 +28	+0.6%	+$4.67K	0.09%	66
2025 Q3	$747K	Buy	4,538 +70	+2%	+$11K	0.09%	62
2025 Q2	$672K	Sell	4,468 -4,118	-48%	-$558K	0.08%	60
2025 Q1	$1.09M	Buy	8,586 +4,761	+124%	+$658K	0.08%	65
2024 Q4	$533K	Sell	3,825 -705	-16%	-$96.8K	0.07%	73
2024 Q3	$598K	Buy	4,530 +700	+18%	+$89K	0.09%	67
2024 Q2	$488K	Buy	3,830 +65	+2%	+$7.75K	0.07%	69
2024 Q1	$441K	Sell	3,765 -35	-0.9%	-$3.89K	0.07%	70
2023 Q4	$396K	Sell	3,800 -955	-20%	-$94.1K	0.06%	72
2023 Q3	$451K	Sell	4,755 -50	-1%	-$4.91K	0.08%	70
2023 Q2	$469K	Buy	4,805 +250	+5%	+$22.9K	0.08%	69
2023 Q1	$404K	Buy	4,555 +645	+16%	+$54.9K	0.07%	74
2022 Q4	$319K	Buy	3,910 +435	+13%	+$36.4K	0.06%	78
2022 Q3	$279K	Buy	+3,475	New	+$313K	0.06%	78
2021 Q4	–	Sell	-100	Closed	-$10K	–	211
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	215
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	221
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	228
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	206
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	199
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	216
2020 Q1	$6K	Buy	+100	New	+$6.58K	﹤0.01%	195

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 $103B AUM 28.65% 1-Year Est. Return

RPG Investment Advisory's IUSG Position: Q2 2026 in Review

RPG Investment Advisory increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.3% in Q2 2026, buying an estimated $2.71K and bringing the position to 4,997 shares worth $940K. The position accounts for 0.1% of the portfolio, ranked #65.

RPG Investment Advisory first reported a position in IUSG in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

RPG Investment Advisory held 4,997 shares of iShares Core S&P US Growth ETF worth $940K as of Q2 2026.
RPG Investment Advisory bought 15 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.71K.
iShares Core S&P US Growth ETF made up 0.1% of RPG Investment Advisory's portfolio in Q2 2026, its #65 holding.
RPG Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 23 quarters since.
RPG Investment Advisory's iShares Core S&P US Growth ETF position peaked at $1.09M in Q1 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.