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Sowell Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sowell Financial Services’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 		$379K Buy
2,015
+227
+13% +$41K 0.01% 770
2026
Q1 		$277K Buy
1,788
+138
+8% +$22.7K 0.01% 863
2025
Q4 		$277K Buy
1,650
+99
+6% +$16.5K 0.01% 860
2025
Q3 		$255K Buy
1,551
+126
+9% +$19.8K 0.01% 881
2025
Q2 		$214K Buy
+1,425
New +$193K 0.01% 934
2024
Q4 		– Sell
-30,642
Closed -$4.04M – 558
2024
Q3 		$4.04M Sell
30,642
-1,509
-5% -$192K 0.19% 128
2024
Q2 		$4.1M Buy
32,151
+13,798
+75% +$1.65M 0.2% 124
2024
Q1 		$2.15M Buy
18,353
+48
+0.3% +$5.34K 0.1% 218
2023
Q4 		$1.91M Sell
18,305
-527
-3% -$51.9K 0.1% 217
2023
Q3 		$1.79M Sell
18,832
-385
-2% -$37.8K 0.11% 204
2023
Q2 		$1.88M Buy
+19,217
New +$1.76M 0.1% 225
2021
Q2 		– Sell
-3,557
Closed -$341K – 1618
2021
Q1 		$341K Sell
3,557
-184
-5% -$16.6K 0.01% 788
2020
Q4 		$332K Buy
3,741
+767
+26% +$64.5K 0.01% 656
2020
Q3 		$238K Buy
2,974
+76
+3% +$5.95K 0.01% 677
2020
Q2 		$208K Sell
2,898
-225
-7% -$14.9K 0.01% 708
2020
Q1 		$178K Sell
3,123
-897
-22% -$59K 0.01% 679
2019
Q4 		$272K Sell
4,020
-2,563
-39% -$166K 0.02% 613
2019
Q3 		$414K Buy
+6,583
New +$416K 0.03% 459
2019
Q1 		$409K Sell
6,775
-1,228
-15% -$70.4K 0.05% 377
2018
Q4 		$422K Buy
+8,003
New +$454K 0.06% 310
2018
Q3 		– Sell
-43,975
Closed -$2.63M – 412
2018
Q2 		$2.63M Buy
43,975
+12,183
+38% +$689K 0.56% 47
2018
Q1 		$1.74M Buy
31,792
+9,968
+46% +$559K 0.44% 57
2017
Q4 		$1.24M Buy
21,824
+904
+4% +$47.5K 0.3% 82
2017
Q3 		$1.09M Buy
20,920
+10,196
+95% +$505K 0.28% 80
2017
Q2 		$531K Sell
10,724
-28,127
-72% -$1.34M 0.15% 128
2017
Q1 		$1.87M Buy
38,851
+17,824
+85% +$807K 0.55% 49
2016
Q4 		$960K Buy
+21,027
New +$892K 0.32% 78

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

Sowell Financial Services's IUSG Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, buying an estimated $41K and bringing the position to 2,015 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #770.

Sowell Financial Services first reported a position in IUSG in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.1M in Q2 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sowell Financial Services held 2,015 shares of iShares Core S&P US Growth ETF worth $379K as of Q2 2026.
  • Sowell Financial Services bought 227 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $41K.
  • iShares Core S&P US Growth ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #770 holding.
  • Sowell Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • Sowell Financial Services's iShares Core S&P US Growth ETF position peaked at $4.1M in Q2 2024.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.