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TS Financial Group (TSFG)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TS Financial Group (TSFG)’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 		$156K Hold
832
– – 0.02% 227
2026
Q1 		$129K Hold
832
– – 0.02% 225
2025
Q4 		$140K Hold
832
– – 0.02% 212
2025
Q3 		$137K Hold
832
– – 0.02% 211
2025
Q2 		$125K Hold
832
– – 0.02% 209
2025
Q1 		$106K Buy
832
+1
+0.1% +$138 0.02% 211
2024
Q4 		$116K Hold
831
– – 0.02% 196
2024
Q3 		$110K Buy
831
+372
+81% +$47.3K 0.02% 203
2024
Q2 		$59K Hold
459
– – 0.01% 261
2024
Q1 		$54K Hold
459
– – 0.01% 263
2023
Q4 		$48K Sell
459
-697
-60% -$68.7K 0.02% 292
2023
Q3 		$110K Hold
1,156
– – 0.04% 186
2023
Q2 		$113K Sell
1,156
-121
-9% -$11.1K 0.04% 178
2023
Q1 		$113K Sell
1,277
-1
-0.1% -$85 0.04% 179
2022
Q4 		$104K Sell
1,278
-17
-1% -$1.42K 0.04% 185
2022
Q3 		$104K Buy
1,295
+1
+0.1% +$90 0.05% 168
2022
Q2 		$108K Sell
1,294
-139
-10% -$12.7K 0.05% 169
2022
Q1 		$151K Sell
1,433
-118
-8% -$12.3K 0.05% 155
2021
Q4 		$179K Sell
1,551
-27
-2% -$3.01K 0.06% 139
2021
Q3 		$162K Buy
1,578
+185
+13% +$19.5K 0.06% 156
2021
Q2 		$141K Buy
1,393
+845
+154% +$81.4K 0.06% 167
2021
Q1 		$50K Sell
548
-91
-14% -$8.2K 0.03% 269
2020
Q4 		$57K Sell
639
-22
-3% -$1.85K 0.03% 237
2020
Q3 		$53K Hold
661
– – 0.03% 217
2020
Q2 		$48K Sell
661
-28
-4% -$1.86K 0.03% 230
2020
Q1 		$39K Hold
689
– – 0.03% 223
2019
Q4 		$47K Buy
689
+475
+222% +$30.8K 0.03% 235
2019
Q3 		$13K Hold
214
– – 0.01% 368
2019
Q2 		$13K Hold
214
– – 0.01% 365
2019
Q1 		$13K Buy
+214
New +$12.3K 0.01% 358

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

TS Financial Group (TSFG)'s IUSG Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 832 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #227.

TS Financial Group (TSFG) first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. The position peaked at $179K in Q4 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • TS Financial Group (TSFG) held 832 shares of iShares Core S&P US Growth ETF worth $156K as of Q2 2026.
  • TS Financial Group (TSFG) left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #227 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Core S&P US Growth ETF position peaked at $179K in Q4 2021.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.