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

Teamwork Financial Advisors’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	–	Sell	-1,470	Closed	-$228K	–	232
2026 Q1	$228K	Buy	+1,470	New	+$242K	0.02%	197
2023 Q4	–	Sell	-3,268	Closed	-$310K	–	208
2023 Q3	$310K	Buy	+3,268	New	+$321K	0.05%	159
2021 Q3	–	Sell	-2,893	Closed	-$292K	–	277
2021 Q2	$292K	Hold	2,893	–	–	0.06%	200
2021 Q1	$263K	Hold	2,893	–	–	0.06%	202
2020 Q4	$257K	Buy	2,893 +177	+7%	+$14.9K	0.06%	175
2020 Q3	$217K	Sell	2,716 -3,783	-58%	-$296K	0.07%	168
2020 Q2	$467K	Buy	+6,499	New	+$432K	0.17%	114

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

Teamwork Financial Advisors's IUSG Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 1,470 shares — an estimated $228K sold.

Teamwork Financial Advisors first reported a position in IUSG in Q2 2020 and held it in 7 quarters. The position peaked at $467K in Q2 2020. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Teamwork Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 1,470 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $228K.
Teamwork Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares Core S&P US Growth ETF position peaked at $467K in Q2 2020.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.