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

Summit Financial’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	$2.31M	Sell	12,261 -4,077	-25%	-$736K	0.03%	602
2026 Q1	$2.53M	Buy	16,338 +97	+0.6%	+$16K	0.03%	508
2025 Q4	$2.73M	Buy	16,241 +2,637	+19%	+$440K	0.04%	406
2025 Q3	$2.24M	Buy	13,604 +1,198	+10%	+$188K	0.03%	456
2025 Q2	$1.87M	Buy	+12,406	New	+$1.68M	0.04%	303
2023 Q4	–	Sell	-2,864	Closed	-$273K	–	362
2023 Q3	$273K	Buy	+2,864	New	+$281K	0.02%	296

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Financial's IUSG Position: Q2 2026 in Review

Summit Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 25% in Q2 2026, selling an estimated $736K and leaving 12,261 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #602.

Summit Financial first reported a position in IUSG in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Summit Financial held 12,261 shares of iShares Core S&P US Growth ETF worth $2.31M as of Q2 2026.
Summit Financial sold 4,077 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $736K.
iShares Core S&P US Growth ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #602 holding.
Summit Financial first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 6 quarters since.
Summit Financial's iShares Core S&P US Growth ETF position peaked at $2.73M in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.