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

Shum Financial 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 Q2	$584K	Buy	+3,107	New	+$561K	0.35%	66

Other funds holding IUSG

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Shum Financial Group's IUSG Position: Q2 2026 in Review

Shum Financial Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 3,107 shares worth $584K. The stake represents 0.35% of the portfolio and ranks #66 among its holdings.

559 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Shum Financial Group held 3,107 shares of iShares Core S&P US Growth ETF worth $584K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Shum Financial Group position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.35% of Shum Financial Group's portfolio in Q2 2026, its #66 holding.
559 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.