Silver Oak Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Silver Oak Securities’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	$79.9K	Buy	+425	New	+$76.8K	﹤0.01%	799
2026 Q1	–	Sell	-1,364	Closed	-$231K	–	828
2025 Q4	$231K	Sell	1,364 -143	-9%	-$23.9K	0.02%	717
2025 Q3	$248K	Buy	+1,507	New	+$237K	0.02%	639
2024 Q3	–	Sell	-1,945	Closed	-$248K	–	563
2024 Q2	$248K	Sell	1,945 -6,199	-76%	-$739K	0.04%	334
2024 Q1	$955K	Buy	+8,144	New	+$906K	0.15%	151
2023 Q3	–	Sell	-7,181	Closed	-$701K	–	470
2023 Q2	$701K	Buy	7,181 +947	+15%	+$86.8K	0.11%	186
2023 Q1	$553K	Buy	+6,234	New	+$531K	0.09%	178
2022 Q2	–	Sell	-11,483	Closed	-$1.18M	–	311
2022 Q1	$1.18M	Buy	+11,483	New	+$1.19M	0.24%	95

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

Silver Oak Securities's IUSG Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 425 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in IUSG as recently as Q4 2025.

Silver Oak Securities first reported a position in IUSG in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2022. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Silver Oak Securities held 425 shares of iShares Core S&P US Growth ETF worth $79.9K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Silver Oak Securities position in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #799 holding.
Silver Oak Securities first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 8 quarters since.
Silver Oak Securities's iShares Core S&P US Growth ETF position peaked at $1.18M in Q1 2022.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.