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 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

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 $103B AUM 28.65% 1-Year Est. Return

Valeo Financial Advisors's IUSG Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 17% in Q2 2026, selling an estimated $135K and leaving 3,648 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #375.

Valeo Financial Advisors first reported a position in IUSG in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2023. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Valeo Financial Advisors held 3,648 shares of iShares Core S&P US Growth ETF worth $686K as of Q2 2026.
Valeo Financial Advisors sold 750 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $135K.
iShares Core S&P US Growth ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #375 holding.
Valeo Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 15 quarters since.
Valeo Financial Advisors's iShares Core S&P US Growth ETF position peaked at $1.28M in Q3 2023.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.