United Advisor Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

United Advisor Group’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	$1.02M	Buy	5,441 +2,335	+75%	+$422K	0.11%	213
2026 Q1	$482K	Sell	3,106 -7	-0.2%	-$1.15K	0.06%	294
2025 Q4	$523K	Buy	3,113 +44	+1%	+$7.34K	0.07%	271
2025 Q3	$505K	Sell	3,069 -126	-4%	-$19.8K	0.07%	264
2025 Q2	$481K	Sell	3,195 -151	-5%	-$20.5K	0.08%	227
2025 Q1	$425K	Buy	3,346 +903	+37%	+$125K	0.09%	213
2024 Q4	$340K	Buy	2,443 +878	+56%	+$121K	0.07%	269
2024 Q3	$206K	Sell	1,565 -149	-9%	-$18.9K	0.05%	330
2024 Q2	$219K	Buy	+1,714	New	+$204K	0.07%	247

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

United Advisor Group's IUSG Position: Q2 2026 in Review

United Advisor Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 75% in Q2 2026, buying an estimated $422K and bringing the position to 5,441 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #213.

United Advisor Group first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

United Advisor Group held 5,441 shares of iShares Core S&P US Growth ETF worth $1.02M as of Q2 2026.
United Advisor Group bought 2,335 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $422K.
iShares Core S&P US Growth ETF made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #213 holding.
United Advisor Group first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.