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

Thoroughbred Financial Services’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 		$8.21M Buy
43,641
+218
+0.5% +$39.4K 0.39% 53
2026
Q1 		$6.74M Sell
43,423
-698
-2% -$115K 0.4% 53
2025
Q4 		$7.41M Sell
44,121
-1,403
-3% -$234K 0.44% 45
2025
Q3 		$7.49M Sell
45,524
-1,070
-2% -$168K 0.46% 42
2025
Q2 		$7.01M Sell
46,594
-23,466
-33% -$3.18M 0.49% 41
2025
Q1 		$8.9M Sell
70,060
-464
-0.7% -$64.2K 0.56% 36
2024
Q4 		$9.83M Sell
70,524
-553
-0.8% -$75.9K 0.6% 36
2024
Q3 		$9.38M Sell
71,077
-1,147
-2% -$146K 0.6% 34
2024
Q2 		$9.21M Buy
72,224
+21,585
+43% +$2.57M 0.62% 32
2024
Q1 		$5.93M Sell
50,639
-24,427
-33% -$2.72M 0.57% 38
2023
Q4 		$7.81M Buy
75,066
+58
+0.1% +$5.71K 0.63% 34
2023
Q3 		$7.11M Buy
75,008
+21,397
+40% +$2.1M 0.7% 32
2023
Q2 		$5.23M Buy
53,611
+1,179
+2% +$108K 0.69% 33
2023
Q1 		$4.65M Sell
52,432
-858
-2% -$73.1K 0.69% 30
2022
Q4 		$4.34M Buy
53,290
+2,546
+5% +$213K 0.71% 28
2022
Q3 		$4.07M Sell
50,744
-2,436
-5% -$219K 0.77% 26
2022
Q2 		$4.45M Sell
53,180
-926
-2% -$84.9K 0.82% 24
2022
Q1 		$5.72M Buy
54,106
+2,826
+6% +$294K 0.93% 21
2021
Q4 		$5.93M Buy
51,280
+2,292
+5% +$256K 1.24% 10
2021
Q3 		$5.02M Buy
48,988
+3,213
+7% +$339K 1.22% 13
2021
Q2 		$4.62M Buy
45,775
+1,350
+3% +$130K 1.16% 15
2021
Q1 		$4.03M Sell
44,425
-56
-0.1% -$5.05K 1.12% 14
2020
Q4 		$3.94M Buy
44,481
+257
+0.6% +$21.6K 1.22% 12
2020
Q3 		$3.54M Sell
44,224
-339
-0.8% -$26.6K 1.33% 14
2020
Q2 		$3.2M Sell
44,563
-5,184
-10% -$344K 1.33% 12
2020
Q1 		$2.84M Buy
49,747
+13,026
+35% +$857K 1.01% 21
2019
Q4 		$2.48M Buy
36,721
+2,798
+8% +$181K 0.83% 31
2019
Q3 		$2.13M Buy
+33,923
New +$2.15M 0.81% 29
2019
Q2 		– Sell
-31,534
Closed -$1.9M – 216
2019
Q1 		$1.9M Buy
+31,534
New +$1.81M 0.79% 33

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

Thoroughbred Financial Services's IUSG Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.5% in Q2 2026, buying an estimated $39.4K and bringing the position to 43,641 shares worth $8.21M. The position accounts for 0.39% of the portfolio, ranked #53.

Thoroughbred Financial Services first reported a position in IUSG in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.83M in Q4 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Thoroughbred Financial Services held 43,641 shares of iShares Core S&P US Growth ETF worth $8.21M as of Q2 2026.
  • Thoroughbred Financial Services bought 218 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $39.4K.
  • iShares Core S&P US Growth ETF made up 0.39% of Thoroughbred Financial Services's portfolio in Q2 2026, its #53 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Thoroughbred Financial Services's iShares Core S&P US Growth ETF position peaked at $9.83M in Q4 2024.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.