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

Seneca Financial Advisors’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	$210K	Buy	1,353 +1	+0.1%	+$165	0.06%	62
2025 Q4	$227K	Buy	1,352 +2	+0.1%	+$334	0.07%	59
2025 Q3	$222K	Buy	1,350 +2	+0.1%	+$314	0.07%	58
2025 Q2	$203K	Buy	+1,348	New	+$183K	0.08%	58
2023 Q1	–	Sell	-5,962	Closed	-$486K	–	55
2022 Q4	$486K	Buy	+5,962	New	+$498K	0.31%	30

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 $9.54B AUM 19.86% 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

Seneca Financial Advisors's IUSG Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.07% in Q1 2026, buying an estimated $165 and bringing the position to 1,353 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #62.

Seneca Financial Advisors first reported a position in IUSG in Q4 2022 and has held it in 5 quarters since. The position peaked at $486K in Q4 2022. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Seneca Financial Advisors held 1,353 shares of iShares Core S&P US Growth ETF worth $210K as of Q1 2026.
Seneca Financial Advisors bought 1 iShares Core S&P US Growth ETF share in Q1 2026, an estimated $165.
iShares Core S&P US Growth ETF made up 0.06% of Seneca Financial Advisors's portfolio in Q1 2026, its #62 holding.
Seneca Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 5 quarters since.
Seneca Financial Advisors's iShares Core S&P US Growth ETF position peaked at $486K in Q4 2022.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.