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VNA
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
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
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24.88%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
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$208B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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