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

TFC Financial 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	–	Sell	-132	Closed	-$20.5K	–	1063
2026 Q1	$20.5K	Buy	132 +61	+86%	+$10K	﹤0.01%	356
2025 Q4	$12K	Hold	71	–	–	﹤0.01%	386
2025 Q3	$11.8K	Hold	71	–	–	﹤0.01%	395
2025 Q2	$10.7K	Hold	71	–	–	﹤0.01%	374
2025 Q1	$9.07K	Hold	71	–	–	﹤0.01%	366
2024 Q4	$9.95K	Hold	71	–	–	﹤0.01%	356
2024 Q3	$9.42K	Hold	71	–	–	﹤0.01%	365
2024 Q2	$9.1K	Hold	71	–	–	﹤0.01%	348
2024 Q1	$8.37K	Hold	71	–	–	﹤0.01%	340
2023 Q4	$7.43K	Hold	71	–	–	﹤0.01%	349
2023 Q3	$6.77K	Hold	71	–	–	﹤0.01%	369
2023 Q2	$6.97K	Hold	71	–	–	﹤0.01%	350
2023 Q1	$6.34K	Hold	71	–	–	﹤0.01%	389
2022 Q4	$5.8K	Hold	71	–	–	﹤0.01%	324
2022 Q3	$6K	Hold	71	–	–	﹤0.01%	346
2022 Q2	$6K	Hold	71	–	–	﹤0.01%	332
2022 Q1	$8K	Hold	71	–	–	﹤0.01%	323
2021 Q4	$8K	Hold	71	–	–	﹤0.01%	358
2021 Q3	$7K	Hold	71	–	–	﹤0.01%	361
2021 Q2	$7K	Hold	71	–	–	﹤0.01%	346
2021 Q1	$6K	Hold	71	–	–	﹤0.01%	344
2020 Q4	$6K	Hold	71	–	–	﹤0.01%	345
2020 Q3	$6K	Buy	+71	New	+$5.56K	﹤0.01%	325

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 $104B AUM 28.3% 1-Year Est. Return

TFC Financial Management's IUSG Position: Q2 2026 in Review

TFC Financial Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 132 shares — an estimated $20.5K sold.

TFC Financial Management first reported a position in IUSG in Q3 2020 and held it in 23 quarters. The position peaked at $20.5K in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

TFC Financial Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
TFC Financial Management sold 132 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $20.5K.
TFC Financial Management first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 23 quarters.
TFC Financial Management's iShares Core S&P US Growth ETF position peaked at $20.5K in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.