tru Independence’s iShares Core S&P US Growth ETF IUSG Stock Holding History

tru Independence’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 Q3	$360K	Buy	+1,859	New	+$352K	0.15%	72
2021 Q3	–	Sell	-1,291	Closed	-$130K	–	272
2021 Q2	$130K	Sell	1,291 -24,569	-95%	-$2.37M	0.04%	110
2021 Q1	$2.35M	Buy	+25,860	New	+$2.33M	0.44%	72
2020 Q4	–	Sell	-12,958	Closed	-$1.04M	–	791
2020 Q3	$1.04M	Sell	12,958 -422,049	-97%	-$33.1M	0.29%	74
2020 Q2	$50K	Buy	+435,007	New	+$28.9M	0.01%	377
2020 Q1	–	Sell	-1,536	Closed	-$88K	–	811
2019 Q4	$88K	Buy	+1,536	New	+$100K	0.01%	316

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

tru Independence's IUSG Position: Q3 2026 in Review

tru Independence opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 1,859 shares worth $360K. The stake represents 0.15% of the portfolio and ranks #72 among its holdings. This is a return to the name: tru Independence previously reported a position in IUSG as recently as Q2 2021.

tru Independence first reported a position in IUSG in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.35M in Q1 2021. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

tru Independence held 1,859 shares of iShares Core S&P US Growth ETF worth $360K as of Q3 2026.
iShares Core S&P US Growth ETF was a new tru Independence position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.15% of tru Independence's portfolio in Q3 2026, its #72 holding.
tru Independence first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 6 quarters since.
tru Independence's iShares Core S&P US Growth ETF position peaked at $2.35M in Q1 2021.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.