United Capital Financial Advisors
IUSG icon

United Capital Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

United Capital Financial 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 		$38.1M Buy
202,069
+31,595
+19% +$5.71M 0.21% 91
2026
Q1 		$26.4M Buy
170,474
+52,377
+44% +$8.62M 0.16% 117
2025
Q4 		$19.8M Buy
118,097
+42,449
+56% +$7.08M 0.12% 150
2025
Q3 		$12.4M Sell
75,648
-2,428
-3% -$381K 0.09% 174
2025
Q2 		$11.7M Sell
78,076
-1,352
-2% -$183K 0.09% 166
2025
Q1 		$10.1M Sell
79,428
-10,356
-12% -$1.43M 0.09% 176
2024
Q4 		$12.5M Sell
89,784
-3,530
-4% -$484K 0.11% 152
2024
Q3 		$12.3M Sell
93,314
-3,040
-3% -$387K 0.1% 161
2024
Q2 		$12.3M Sell
96,354
-5,942
-6% -$709K 0.11% 160
2024
Q1 		$12M Sell
102,296
-10,338
-9% -$1.15M 0.1% 166
2023
Q4 		$11.7M Sell
112,634
-62,053
-36% -$6.11M 0.1% 171
2023
Q3 		$16.6M Sell
174,687
-7,908
-4% -$776K 0.11% 172
2023
Q2 		$17.8M Sell
182,595
-15,429
-8% -$1.42M 0.1% 176
2023
Q1 		$17.6M Sell
198,024
-13,613
-6% -$1.16M 0.1% 182
2022
Q4 		$17.3M Sell
211,637
-14,319
-6% -$1.2M 0.1% 184
2022
Q3 		$18.1M Sell
225,956
-10,312
-4% -$929K 0.11% 176
2022
Q2 		$19.8M Sell
236,268
-18,760
-7% -$1.72M 0.11% 178
2022
Q1 		$26.9M Sell
255,028
-15,763
-6% -$1.64M 0.13% 157
2021
Q4 		$31.3M Sell
270,791
-13,316
-5% -$1.48M 0.14% 147
2021
Q3 		$29.1M Sell
284,107
-19,212
-6% -$2.03M 0.15% 144
2021
Q2 		$30.6M Sell
303,319
-9,654
-3% -$930K 0.15% 140
2021
Q1 		$28.4M Buy
312,973
+1,177
+0.4% +$106K 0.16% 140
2020
Q4 		$27.7M Sell
311,796
-10,514
-3% -$885K 0.17% 134
2020
Q3 		$25.8M Buy
322,310
+4,468
+1% +$350K 0.17% 141
2020
Q2 		$22.8M Buy
317,842
+25,765
+9% +$1.71M 0.17% 137
2020
Q1 		$16.7M Buy
292,077
+18,191
+7% +$1.2M 0.14% 163
2019
Q4 		$18.5M Buy
273,886
+28,422
+12% +$1.84M 0.12% 211
2019
Q3 		$15.4M Buy
245,464
+45,550
+23% +$2.88M 0.11% 228
2019
Q2 		$12.5M Buy
199,914
+71,114
+55% +$4.38M 0.08% 253
2019
Q1 		$7.77M Buy
128,800
+102,739
+394% +$5.89M 0.05% 329
2018
Q4 		$1.37M Buy
+26,061
New +$1.48M 0.01% 639

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 22.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

United Capital Financial Advisors's IUSG Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q2 2026, buying an estimated $5.71M and bringing the position to 202,069 shares worth $38.1M. The position accounts for 0.21% of the portfolio, ranked #91.

United Capital Financial Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 934 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • United Capital Financial Advisors held 202,069 shares of iShares Core S&P US Growth ETF worth $38.1M as of Q2 2026.
  • United Capital Financial Advisors bought 31,595 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.71M.
  • iShares Core S&P US Growth ETF made up 0.21% of United Capital Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • United Capital Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 934 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.