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

Valeo 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
Q3 		$644K Sell
3,324
-324
-9% -$61.4K 0.01% 389
2026
Q2 		$686K Sell
3,648
-750
-17% -$135K 0.01% 375
2026
Q1 		$682K Sell
4,398
-464
-10% -$76.4K 0.02% 336
2025
Q4 		$816K Sell
4,862
-14
-0.3% -$2.33K 0.02% 348
2025
Q3 		$802K Buy
4,876
+1,190
+32% +$187K 0.02% 355
2025
Q2 		$554K Buy
3,686
+105
+3% +$14.2K 0.01% 426
2025
Q1 		$455K Buy
3,581
+165
+5% +$22.8K 0.01% 435
2024
Q4 		$476K Hold
3,416
– – 0.01% 421
2024
Q3 		$451K Sell
3,416
-95
-3% -$12.1K 0.01% 435
2024
Q2 		$448K Sell
3,511
-102
-3% -$12.2K 0.01% 422
2024
Q1 		$408K Buy
3,613
+85
+2% +$9.46K 0.01% 429
2023
Q4 		$367K Sell
3,528
-10,013
-74% -$986K 0.01% 431
2023
Q3 		$1.28M Buy
+13,541
New +$1.33M 0.06% 172
2020
Q2 		– Sell
-25,216
Closed -$25K – 2084
2020
Q1 		$25K Sell
25,216
-26
-0.1% -$1.71K ﹤0.01% 833
2019
Q4 		$27K Buy
25,242
+449
+2% +$29.1K ﹤0.01% 847
2019
Q3 		$26K Buy
+24,793
New +$1.57M ﹤0.01% 781

Other funds holding IUSG

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Valeo Financial Advisors's IUSG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.9% in Q3 2026, selling an estimated $61.4K and leaving 3,324 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #389.

Valeo Financial Advisors first reported a position in IUSG in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2023. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Valeo Financial Advisors held 3,324 shares of iShares Core S&P US Growth ETF worth $644K as of Q3 2026.
  • Valeo Financial Advisors sold 324 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $61.4K.
  • iShares Core S&P US Growth ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #389 holding.
  • Valeo Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 16 quarters since.
  • Valeo Financial Advisors's iShares Core S&P US Growth ETF position peaked at $1.28M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.