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Ulland Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ulland Investment 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 		$1.01M Sell
5,390
-536
-9% -$96.8K 0.75% 28
2026
Q1 		$919K Sell
5,926
-20
-0.3% -$3.29K 0.79% 27
2025
Q4 		$999K Sell
5,946
-360
-6% -$60K 0.8% 30
2025
Q3 		$1.04M Sell
6,306
-20
-0.3% -$3.14K 0.78% 29
2025
Q2 		$951K Hold
6,326
– – 0.73% 31
2025
Q1 		$804K Sell
6,326
-410
-6% -$56.7K 0.67% 31
2024
Q4 		$939K Sell
6,736
-185
-3% -$25.4K 0.6% 31
2024
Q3 		$913K Buy
6,921
+60
+0.9% +$7.63K 0.67% 31
2024
Q2 		$875K Sell
6,861
-30
-0.4% -$3.58K 0.61% 29
2024
Q1 		$808K Sell
6,891
-905
-12% -$101K 0.65% 32
2023
Q4 		$812K Sell
7,796
-5,815
-43% -$573K 0.82% 27
2023
Q3 		$1.29M Sell
13,611
-835
-6% -$81.9K 1.42% 19
2023
Q2 		$1.41M Sell
14,446
-869
-6% -$79.7K 1.45% 19
2023
Q1 		$1.36M Sell
15,315
-6,608
-30% -$563K 1.6% 17
2022
Q4 		$1.79M Sell
21,923
-5,181
-19% -$433K 2.14% 18
2022
Q3 		$2.17M Sell
27,104
-2,876
-10% -$259K 2.37% 15
2022
Q2 		$2.51M Sell
29,980
-5,082
-14% -$466K 2.57% 15
2022
Q1 		$3.71M Sell
35,062
-11,580
-25% -$1.2M 2.78% 12
2021
Q4 		$5.39M Buy
+46,642
New +$5.2M 3.44% 8

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Ulland Investment Advisors's IUSG Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 9% in Q2 2026, selling an estimated $96.8K and leaving 5,390 shares worth $1.01M. The position accounts for 0.75% of the portfolio, ranked #28.

Ulland Investment Advisors first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.39M in Q4 2021. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ulland Investment Advisors held 5,390 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q2 2026.
  • Ulland Investment Advisors sold 536 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $96.8K.
  • iShares Core S&P US Growth ETF made up 0.75% of Ulland Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Ulland Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's iShares Core S&P US Growth ETF position peaked at $5.39M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.