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Sterling Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sterling Investment Counsel’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 		$2.09M Sell
11,129
-1,481
-12% -$268K 0.49% 35
2026
Q1 		$1.96M Sell
12,610
-2,563
-17% -$422K 0.55% 33
2025
Q4 		$2.55M Sell
15,173
-417
-3% -$69.6K 0.73% 21
2025
Q3 		$2.57M Buy
15,590
+3,813
+32% +$599K 0.82% 22
2025
Q2 		$1.77M Sell
11,777
-3,672
-24% -$498K 1.04% 19
2025
Q1 		$1.96M Buy
15,449
+3,196
+26% +$442K 0.67% 26
2024
Q4 		$1.71M Sell
12,253
-3,676
-23% -$505K 1.13% 18
2024
Q3 		$2.1M Buy
15,929
+2,264
+17% +$288K 0.75% 26
2024
Q2 		$1.74M Sell
13,665
-79
-0.6% -$9.42K 0.69% 29
2024
Q1 		$1.61M Sell
13,744
-423
-3% -$47.1K 0.74% 26
2023
Q4 		$1.47M Buy
14,167
+1,886
+15% +$186K 0.75% 25
2023
Q3 		$1.16M Sell
12,281
-252
-2% -$24.7K 0.67% 27
2023
Q2 		$1.22M Buy
12,533
+531
+4% +$48.7K 0.66% 27
2023
Q1 		$1.07M Sell
12,002
-341
-3% -$29K 0.63% 25
2022
Q4 		$1.01M Buy
12,343
+2,591
+27% +$217K 0.62% 31
2022
Q3 		$782K Buy
9,752
+3,012
+45% +$271K 0.57% 31
2022
Q2 		$564K Buy
6,740
+556
+9% +$51K 0.43% 49
2022
Q1 		$653K Buy
6,184
+2,960
+92% +$308K 0.44% 46
2021
Q4 		$373K Buy
+3,224
New +$359K 0.25% 92

Other funds holding IUSG

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
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
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Sterling Investment Counsel's IUSG Position: Q2 2026 in Review

Sterling Investment Counsel reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $268K and leaving 11,129 shares worth $2.09M. The position accounts for 0.49% of the portfolio, ranked #35.

Sterling Investment Counsel first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q3 2025. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sterling Investment Counsel held 11,129 shares of iShares Core S&P US Growth ETF worth $2.09M as of Q2 2026.
  • Sterling Investment Counsel sold 1,481 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $268K.
  • iShares Core S&P US Growth ETF made up 0.49% of Sterling Investment Counsel's portfolio in Q2 2026, its #35 holding.
  • Sterling Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Sterling Investment Counsel's iShares Core S&P US Growth ETF position peaked at $2.57M in Q3 2025.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.