Sage Financial Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sage Financial Management Group’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	$683K	Sell	4,404 -184	-4%	-$30.3K	0.21%	32
2025 Q4	$771K	Hold	4,588	–	–	0.24%	31
2025 Q3	$755K	Hold	4,588	–	–	0.24%	31
2025 Q2	$690K	Sell	4,588 -477	-9%	-$64.7K	0.24%	31
2025 Q1	$644K	Sell	5,065 -163	-3%	-$22.5K	0.23%	32
2024 Q4	$729K	Sell	5,228 -764	-13%	-$105K	0.27%	30
2024 Q3	$790K	Buy	+5,992	New	+$762K	0.31%	31
2024 Q2	–	Sell	-6,189	Closed	-$725K	–	25
2024 Q1	$725K	Sell	6,189 -958	-13%	-$107K	0.34%	30
2023 Q4	$744K	Buy	7,147 +77	+1%	+$7.58K	0.4%	27
2023 Q3	$670K	Buy	+7,070	New	+$694K	0.4%	27
2023 Q2	–	Sell	-5,173	Closed	-$459K	–	15
2023 Q1	$459K	Sell	5,173 -2,233	-30%	-$190K	0.37%	28
2022 Q4	$604K	Buy	7,406 +1,797	+32%	+$150K	0.42%	23
2022 Q3	$450K	Sell	5,609 -3,278	-37%	-$295K	0.4%	21
2022 Q2	$744K	Sell	8,887 -159	-2%	-$14.6K	0.52%	20
2022 Q1	$956K	Hold	9,046	–	–	0.66%	17
2021 Q4	$1.05M	Buy	+9,046	New	+$1.01M	0.7%	17
2021 Q3	–	Sell	-11,329	Closed	-$1.14M	–	14
2021 Q2	$1.14M	Sell	11,329 -198	-2%	-$19.1K	1.04%	14
2021 Q1	$1.05M	Sell	11,527 -277	-2%	-$25K	0.81%	18
2020 Q4	$1.05M	Buy	+11,804	New	+$993K	0.82%	18

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Financial Management Group's IUSG Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4% in Q1 2026, selling an estimated $30.3K and leaving 4,404 shares worth $683K. The position accounts for 0.21% of the portfolio, ranked #32.

Sage Financial Management Group first reported a position in IUSG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Sage Financial Management Group held 4,404 shares of iShares Core S&P US Growth ETF worth $683K as of Q1 2026.
Sage Financial Management Group sold 184 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $30.3K.
iShares Core S&P US Growth ETF made up 0.21% of Sage Financial Management Group's portfolio in Q1 2026, its #32 holding.
Sage Financial Management Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 19 quarters since.
Sage Financial Management Group's iShares Core S&P US Growth ETF position peaked at $1.14M in Q2 2021.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.