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Soltis Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Soltis Investment 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
Q2 		$728K Sell
3,868
-78
-2% -$14.1K 0.04% 292
2026
Q1 		$612K Buy
3,946
+92
+2% +$15.1K 0.04% 299
2025
Q4 		$647K Buy
3,854
+932
+32% +$155K 0.04% 280
2025
Q3 		$481K Buy
2,922
+34
+1% +$5.34K 0.03% 304
2025
Q2 		$434K Buy
+2,888
New +$391K 0.03% 271
2024
Q2 		– Sell
-1,926
Closed -$226K – 341
2024
Q1 		$226K Buy
+1,926
New +$214K 0.03% 275

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Soltis Investment Advisors's IUSG Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2% in Q2 2026, selling an estimated $14.1K and leaving 3,868 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #292.

Soltis Investment Advisors first reported a position in IUSG in Q1 2024 and has held it in 6 quarters since. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Soltis Investment Advisors held 3,868 shares of iShares Core S&P US Growth ETF worth $728K as of Q2 2026.
  • Soltis Investment Advisors sold 78 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Core S&P US Growth ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.