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Sound Income Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sound Income Strategies’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 		– Sell
-842
Closed -$132K – 1427
2026
Q1 		$132K Buy
842
+107
+15% +$17.6K 0.01% 519
2025
Q4 		$124K Buy
735
+537
+271% +$89.6K 0.01% 528
2025
Q3 		$32.9K Sell
198
-367
-65% -$57.6K ﹤0.01% 675
2025
Q2 		$85K Sell
565
-1
-0.2% -$136 ﹤0.01% 411
2025
Q1 		$71.9K Buy
566
+211
+59% +$29.2K ﹤0.01% 444
2024
Q4 		$49.5K Hold
355
– – ﹤0.01% 464
2024
Q3 		$46.8K Sell
355
-33
-9% -$4.2K ﹤0.01% 455
2024
Q2 		$49.5K Sell
388
-596
-61% -$71.1K ﹤0.01% 439
2024
Q1 		$115K Sell
984
-91
-8% -$10.1K 0.01% 285
2023
Q4 		$112K Buy
1,075
+370
+52% +$36.4K 0.01% 270
2023
Q3 		$66.9K Hold
705
– – 0.01% 263
2023
Q2 		$68.8K Hold
705
– – 0.01% 262
2023
Q1 		$62.6K Hold
705
– – 0.01% 260
2022
Q4 		$57.5K Hold
705
– – 0.01% 245
2022
Q3 		$57K Hold
705
– – 0.01% 222
2022
Q2 		$59K Buy
+705
New +$64.6K 0.01% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Sound Income Strategies's IUSG Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 842 shares — an estimated $132K sold.

Sound Income Strategies first reported a position in IUSG in Q2 2022 and held it in 16 quarters. The position peaked at $132K in Q1 2026. 756 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 842 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $132K.
  • Sound Income Strategies first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 16 quarters.
  • Sound Income Strategies's iShares Core S&P US Growth ETF position peaked at $132K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.