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

Stonebridge Financial Planning 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 		$5.3M Sell
28,156
-303
-1% -$54.7K 1.69% 14
2026
Q1 		$4.41M Sell
28,459
-1,357
-5% -$223K 1.62% 15
2025
Q4 		$5.01M Sell
29,816
-574
-2% -$95.7K 1.81% 12
2025
Q3 		$5M Sell
30,390
-13
-0% -$2.04K 1.88% 8
2025
Q2 		$4.57M Sell
30,403
-514
-2% -$69.7K 1.91% 7
2025
Q1 		$3.93M Sell
30,917
-1,330
-4% -$184K 1.79% 7
2024
Q4 		$4.49M Sell
32,247
-743
-2% -$102K 2.01% 8
2024
Q3 		$4.35M Sell
32,990
-67
-0.2% -$8.52K 2.07% 7
2024
Q2 		$4.21M Sell
33,057
-478
-1% -$57K 2.12% 8
2024
Q1 		$3.93M Sell
33,535
-1,520
-4% -$169K 2.08% 8
2023
Q4 		$3.65M Sell
35,055
-2,411
-6% -$238K 2.1% 8
2023
Q3 		$3.55M Sell
37,466
-2,874
-7% -$282K 2.28% 7
2023
Q2 		$3.94M Sell
40,340
-2,441
-6% -$224K 2.4% 7
2023
Q1 		$3.8M Sell
42,781
-5,408
-11% -$461K 2.45% 7
2022
Q4 		$3.93M Sell
48,189
-538
-1% -$45K 2.61% 7
2022
Q3 		$3.91M Sell
48,727
-316
-0.6% -$28.5K 2.73% 6
2022
Q2 		$4.11M Buy
49,043
+70
+0.1% +$6.42K 2.79% 6
2022
Q1 		$5.17M Buy
48,973
+533
+1% +$55.4K 2.9% 7
2021
Q4 		$4.99M Sell
48,440
-128
-0.3% -$14.3K 2.62% 7
2021
Q3 		$5.49M Sell
48,568
-188
-0.4% -$19.9K 2.68% 7
2021
Q2 		$5.06M Buy
48,756
+1,106
+2% +$107K 2.69% 7
2021
Q1 		$4.57M Sell
47,650
-686
-1% -$61.8K 2.67% 7
2020
Q4 		$4.29M Buy
48,336
+2,411
+5% +$203K 2.72% 8
2020
Q3 		$3.81M Buy
45,925
+4,317
+10% +$338K 2.74% 8
2020
Q2 		$3.03M Buy
41,608
+1,957
+5% +$130K 2.58% 8
2020
Q1 		$2.41M Sell
39,651
-142
-0.4% -$9.35K 2.4% 11
2019
Q4 		$2.69M Buy
+39,793
New +$2.58M 2.43% 11

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 $103B AUM 28.65% 1-Year Est. Return

Stonebridge Financial Planning Group's IUSG Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, selling an estimated $54.7K and leaving 28,156 shares worth $5.3M. The position accounts for 1.69% of the portfolio, ranked #14.

Stonebridge Financial Planning Group first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.49M in Q3 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Stonebridge Financial Planning Group held 28,156 shares of iShares Core S&P US Growth ETF worth $5.3M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 303 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Core S&P US Growth ETF made up 1.69% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #14 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares Core S&P US Growth ETF position peaked at $5.49M in Q3 2021.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.