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

Transamerica 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 		$11.3K Hold
60
– – ﹤0.01% 972
2026
Q1 		$9.31K Buy
+60
New +$9.88K ﹤0.01% 936
2025
Q2 		– Sell
-4
Closed -$1K – 580
2025
Q1 		$1K Hold
4
– – ﹤0.01% 498
2024
Q4 		$1K Hold
4
– – ﹤0.01% 490
2024
Q3 		$1K Buy
+4
New +$509 ﹤0.01% 497
2022
Q3 		– Sell
-54
Closed -$5K – 669
2022
Q2 		$5K Buy
+54
New +$4.95K ﹤0.01% 339

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

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

Transamerica Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 60 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Transamerica Financial Advisors first reported a position in IUSG in Q2 2022 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Transamerica Financial Advisors held 60 shares of iShares Core S&P US Growth ETF worth $11.3K as of Q2 2026.
  • Transamerica Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #972 holding.
  • Transamerica Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.