Valley National Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Valley National Advisers’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	$3.01K	Hold	16	–	–	﹤0.01%	758
2026 Q1	$2K	Hold	16	–	–	﹤0.01%	770
2025 Q4	$2K	Hold	16	–	–	﹤0.01%	786
2025 Q3	$2K	Hold	16	–	–	﹤0.01%	739
2025 Q2	$2K	Hold	16	–	–	﹤0.01%	728
2025 Q1	$2K	Hold	16	–	–	﹤0.01%	716
2024 Q4	$2K	Hold	16	–	–	﹤0.01%	688
2024 Q3	$2K	Hold	16	–	–	﹤0.01%	658
2024 Q2	$2K	Hold	16	–	–	﹤0.01%	913
2024 Q1	$1K	Hold	16	–	–	﹤0.01%	1094
2023 Q4	$1K	Hold	16	–	–	﹤0.01%	1084
2023 Q3	$2K	Hold	16	–	–	﹤0.01%	832
2023 Q2	$2K	Hold	16	–	–	﹤0.01%	795
2023 Q1	$1K	Hold	16	–	–	﹤0.01%	822
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	794
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	845
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	827
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	799
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	794
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	771
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	787
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	797
2020 Q4	$1K	Buy	+16	New	+$1.35K	﹤0.01%	748

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 $104B AUM 28.3% 1-Year Est. Return

Valley National Advisers's IUSG Position: Q2 2026 in Review

Valley National Advisers held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 16 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Valley National Advisers first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Valley National Advisers held 16 shares of iShares Core S&P US Growth ETF worth $3.01K as of Q2 2026.
Valley National Advisers left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #758 holding.
Valley National Advisers first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.