VFIC
IUSG icon

Valley Forge Investment Consultants’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Valley Forge Investment Consultants’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
Q1 		$2.78M Buy
17,915
+8,807
+97% +$1.45M 0.83% 15
2025
Q4 		$1.53M Sell
9,108
-379
-4% -$63.2K 0.44% 23
2025
Q3 		$1.56M Buy
9,487
+13
+0.1% +$2.04K 0.46% 23
2025
Q2 		$1.42M Sell
9,474
-387
-4% -$52.5K 0.46% 24
2025
Q1 		$1.25M Sell
9,861
-380
-4% -$52.5K 0.45% 23
2024
Q4 		$1.43M Sell
10,241
-74
-0.7% -$10.2K 0.49% 24
2024
Q3 		$1.36M Sell
10,315
-1,570
-13% -$200K 0.47% 23
2024
Q2 		$1.52M Buy
11,885
+6
+0.1% +$716 0.57% 21
2024
Q1 		$1.39M Sell
11,879
-444
-4% -$49.4K 0.54% 21
2023
Q4 		$1.28M Sell
12,323
-177
-1% -$17.4K 0.57% 20
2023
Q3 		$1.19M Sell
12,500
-2,000
-14% -$196K 0.54% 23
2023
Q2 		$1.22M Buy
14,500
+5,279
+57% +$484K 0.6% 21
2023
Q1 		$819K Buy
9,221
+6
+0.1% +$511 0.42% 27
2022
Q4 		$751K Buy
9,215
+969
+12% +$81K 0.4% 27
2022
Q3 		$661K Hold
8,246
– – 0.36% 33
2022
Q2 		$690K Hold
8,246
– – 0.34% 32
2022
Q1 		$871K Hold
8,246
– – 0.36% 32
2021
Q4 		$954K Hold
8,246
– – 0.42% 31
2021
Q3 		$844K Hold
8,246
– – 0.45% 31
2021
Q2 		$833K Buy
8,246
+1,157
+16% +$111K 0.45% 32
2021
Q1 		$644K Hold
7,089
– – 0.44% 34
2020
Q4 		$629K Buy
+7,089
New +$596K 0.55% 32

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley Forge Investment Consultants's IUSG Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its iShares Core S&P US Growth ETF (IUSG) stake by 97% in Q1 2026, buying an estimated $1.45M and bringing the position to 17,915 shares worth $2.78M. The position accounts for 0.83% of the portfolio, ranked #15.

Valley Forge Investment Consultants first reported a position in IUSG in Q4 2020 and has held it in 22 quarters since. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Valley Forge Investment Consultants held 17,915 shares of iShares Core S&P US Growth ETF worth $2.78M as of Q1 2026.
  • Valley Forge Investment Consultants bought 8,807 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.45M.
  • iShares Core S&P US Growth ETF made up 0.83% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #15 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.