SFG
IUSG icon

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

Sovereign 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 		$3.64M Sell
19,353
-388
-2% -$70.1K 0.56% 28
2026
Q1 		$3.06M Buy
19,741
+3,146
+19% +$518K 0.53% 30
2025
Q4 		$2.79M Sell
16,595
-251
-1% -$41.9K 0.48% 35
2025
Q3 		$2.77M Sell
16,846
-240
-1% -$37.7K 0.52% 30
2025
Q2 		$2.57M Buy
17,086
+1,809
+12% +$245K 0.53% 31
2025
Q1 		$1.94M Sell
15,277
-24
-0.2% -$3.32K 0.45% 40
2024
Q4 		$2.13M Sell
15,301
-335
-2% -$46K 0.49% 33
2024
Q3 		$2.06M Sell
15,636
-1,459
-9% -$186K 0.48% 35
2024
Q2 		$2.18M Sell
17,095
-38
-0.2% -$4.53K 0.54% 32
2024
Q1 		$2.01M Sell
17,133
-18
-0.1% -$2K 0.53% 33
2023
Q4 		$1.79M Buy
17,151
+1,383
+9% +$136K 0.54% 31
2023
Q3 		$1.5M Buy
15,768
+171
+1% +$16.8K 0.53% 39
2023
Q2 		$1.52M Sell
15,597
-290
-2% -$26.6K 0.5% 46
2023
Q1 		$1.41M Sell
15,887
-6,729
-30% -$573K 0.52% 45
2022
Q4 		$1.84M Buy
22,616
+7,774
+52% +$650K 0.73% 35
2022
Q3 		$1.19M Sell
14,842
-400
-3% -$36K 0.48% 52
2022
Q2 		$1.28M Buy
15,242
+890
+6% +$81.6K 0.5% 51
2022
Q1 		$1.52M Sell
14,352
-2,174
-13% -$226K 0.56% 51
2021
Q4 		$1.91M Sell
16,526
-1,128
-6% -$126K 0.77% 30
2021
Q3 		$1.81M Sell
17,654
-515
-3% -$54.4K 1.04% 19
2021
Q2 		$1.65M Hold
18,169
– – 1% 22
2021
Q1 		$1.65M Buy
18,169
+330
+2% +$29.7K 1.03% 21
2020
Q4 		$1.58M Buy
+17,839
New +$1.5M 1.14% 20

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Sovereign Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2% in Q2 2026, selling an estimated $70.1K and leaving 19,353 shares worth $3.64M. The position accounts for 0.56% of the portfolio, ranked #28.

Sovereign Financial Group first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sovereign Financial Group held 19,353 shares of iShares Core S&P US Growth ETF worth $3.64M as of Q2 2026.
  • Sovereign Financial Group sold 388 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $70.1K.
  • iShares Core S&P US Growth ETF made up 0.56% of Sovereign Financial Group's portfolio in Q2 2026, its #28 holding.
  • Sovereign Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.