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

Symphony 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 		$1.53M Buy
8,150
+46
+0.6% +$8.31K 0.17% 102
2026
Q1 		$1.25M Sell
8,104
-1,081
-12% -$178K 0.17% 97
2025
Q4 		$1.55M Buy
9,185
+121
+1% +$20.2K 0.21% 92
2025
Q3 		$1.5M Sell
9,064
-271
-3% -$42.6K 0.18% 100
2025
Q2 		$1.35M Buy
9,335
+2,476
+36% +$336K 0.18% 101
2025
Q1 		$816K Sell
6,859
-2,068
-23% -$286K 0.48% 43
2024
Q4 		$1.3M Buy
8,927
+1,019
+13% +$140K 0.2% 89
2024
Q3 		$1.03M Sell
7,908
-68
-0.9% -$8.65K 0.17% 96
2024
Q2 		$1.02M Sell
7,976
-1,282
-14% -$153K 0.19% 91
2024
Q1 		$1.09M Sell
9,258
-35,629
-79% -$3.96M 0.25% 76
2023
Q4 		$4.64M Sell
44,887
-91,281
-67% -$8.99M 1% 28
2023
Q3 		$13M Buy
136,168
+63,220
+87% +$6.2M 3.18% 8
2023
Q2 		$7.06M Buy
72,948
+13,972
+24% +$1.28M 1.73% 17
2023
Q1 		$5.23M Sell
58,976
-7,477
-11% -$637K 1.35% 20
2022
Q4 		$5.56M Buy
66,453
+44,786
+207% +$3.74M 1.47% 18
2022
Q3 		$1.74M Sell
21,667
-30,007
-58% -$2.7M 0.57% 46
2022
Q2 		$4.41M Sell
51,674
-29,869
-37% -$2.74M 1.3% 20
2022
Q1 		$7.68M Buy
81,543
+48,799
+149% +$5.07M 1.8% 14
2021
Q4 		$3.79M Buy
32,744
+24,041
+276% +$2.68M 1.05% 22
2021
Q3 		$899K Buy
8,703
+620
+8% +$65.5K 0.31% 57
2021
Q2 		$815K Sell
8,083
-4,447
-35% -$429K 0.28% 64
2021
Q1 		$1.37M Sell
12,530
-2,908
-19% -$262K 0.36% 53
2020
Q4 		$1.35M Sell
15,438
-23,538
-60% -$1.98M 0.48% 43
2020
Q3 		$3.12M Sell
38,976
-3,304
-8% -$259K 1.27% 17
2020
Q2 		$3.04M Sell
42,280
-2,087
-5% -$139K 1.47% 17
2020
Q1 		$2.57M Buy
+44,367
New +$2.92M 1.77% 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 $104B AUM 28.3% 1-Year Est. Return

Symphony Financial's IUSG Position: Q2 2026 in Review

Symphony Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.57% in Q2 2026, buying an estimated $8.31K and bringing the position to 8,150 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #102.

Symphony Financial first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. The position peaked at $13M in Q3 2023. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Symphony Financial held 8,150 shares of iShares Core S&P US Growth ETF worth $1.53M as of Q2 2026.
  • Symphony Financial bought 46 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.31K.
  • iShares Core S&P US Growth ETF made up 0.17% of Symphony Financial's portfolio in Q2 2026, its #102 holding.
  • Symphony Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's iShares Core S&P US Growth ETF position peaked at $13M in Q3 2023.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.