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Summit Financial Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Summit Financial 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
Q1 		– Sell
-1,320
Closed -$222K – 175
2025
Q4 		$222K Hold
1,320
– – 0.02% 146
2025
Q3 		$217K Buy
+1,320
New +$207K 0.02% 139

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Strategies's IUSG Position: Q1 2026 in Review

Summit Financial Strategies sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,320 shares — an estimated $222K sold.

Summit Financial Strategies first reported a position in IUSG in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Summit Financial Strategies reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 1,320 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $222K.
  • Summit Financial Strategies first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial Strategies's iShares Core S&P US Growth ETF position peaked at $222K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.