Sweeney & Michel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sweeney & Michel’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 Q3	$1.68M	Sell	8,671 -688	-7%	-$130K	0.45%	40
2026 Q2	$1.82M	Buy	9,359 +11	+0.1%	+$1.99K	0.48%	39
2026 Q1	$1.56M	Buy	9,348 +11	+0.1%	+$1.81K	0.46%	41
2025 Q4	$1.56M	Buy	9,337 +15	+0.2%	+$2.5K	0.46%	41
2025 Q3	$1.5M	Buy	9,322 +14	+0.2%	+$2.2K	0.51%	36
2025 Q2	$1.41M	Buy	9,308 +63	+0.7%	+$8.54K	0.5%	37
2025 Q1	$1.05M	Buy	+9,245	New	+$1.28M	0.46%	38
2024 Q3	$1.43M	Buy	10,660 +21	+0.2%	+$2.67K	0.56%	34
2024 Q2	$1.41M	Buy	10,639 +12	+0.1%	+$1.43K	0.6%	29
2024 Q1	$1.26M	Buy	+10,627	New	+$1.18M	0.56%	33
2023 Q3	$565K	Buy	5,830 +22	+0.4%	+$2.16K	0.3%	58
2023 Q2	$571K	Sell	5,808 -28	-0.5%	-$2.57K	0.29%	57
2023 Q1	$549K	Buy	+5,836	New	+$497K	0.29%	56

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Sweeney & Michel's IUSG Position: Q3 2026 in Review

Sweeney & Michel reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.4% in Q3 2026, selling an estimated $130K and leaving 8,671 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #40.

Sweeney & Michel first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q2 2026. 313 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Sweeney & Michel held 8,671 shares of iShares Core S&P US Growth ETF worth $1.68M as of Q3 2026.
Sweeney & Michel sold 688 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $130K.
iShares Core S&P US Growth ETF made up 0.45% of Sweeney & Michel's portfolio in Q3 2026, its #40 holding.
Sweeney & Michel first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core S&P US Growth ETF position peaked at $1.82M in Q2 2026.
313 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.