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 Q3	$1.09M	Buy	5,631 +190	+3%	+$36K	0.1%	211
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

United Advisor Group's IUSG Position: Q3 2026 in Review

United Advisor Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.5% in Q3 2026, buying an estimated $36K and bringing the position to 5,631 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #211.

United Advisor Group first reported a position in IUSG in Q2 2024 and has held it in 10 quarters since. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

United Advisor Group held 5,631 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q3 2026.
United Advisor Group bought 190 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $36K.
iShares Core S&P US Growth ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #211 holding.
United Advisor Group first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 10 quarters since.
573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.