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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's IUSG Position: Q1 2026 in Review

TFC Financial Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 86% in Q1 2026, buying an estimated $10K and bringing the position to 132 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

TFC Financial Management first reported a position in IUSG in Q3 2020 and has held it in 23 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

TFC Financial Management held 132 shares of iShares Core S&P US Growth ETF worth $20.5K as of Q1 2026.
TFC Financial Management bought 61 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $10K.
iShares Core S&P US Growth ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #356 holding.
TFC Financial Management first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 23 quarters since.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.