Synergy Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Synergy Investment Management’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	$131K	Sell	695 -307	-31%	-$55.5K	0.03%	225
2026 Q1	$155K	Buy	+1,002	New	+$165K	0.05%	163
2025 Q2	–	Sell	-4,068	Closed	-$517K	–	325
2025 Q1	$517K	Sell	4,068 -2,653	-39%	-$367K	0.22%	74
2024 Q4	$936K	Buy	+6,721	New	+$922K	0.4%	43

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 22.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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 $104B AUM 28.3% 1-Year Est. Return

Synergy Investment Management's IUSG Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 31% in Q2 2026, selling an estimated $55.5K and leaving 695 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #225.

Synergy Investment Management first reported a position in IUSG in Q4 2024 and has held it in 4 quarters since. The position peaked at $936K in Q4 2024. 935 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Synergy Investment Management held 695 shares of iShares Core S&P US Growth ETF worth $131K as of Q2 2026.
Synergy Investment Management sold 307 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $55.5K.
iShares Core S&P US Growth ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #225 holding.
Synergy Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares Core S&P US Growth ETF position peaked at $936K in Q4 2024.
935 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.