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

Valmark 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 		$33.8M Sell
179,657
-8,202
-4% -$1.48M 0.36% 49
2026
Q1 		$29.1M Sell
187,859
-10,757
-5% -$1.77M 0.35% 52
2025
Q4 		$33.4M Sell
198,616
-5,769
-3% -$962K 0.41% 43
2025
Q3 		$33.6M Sell
204,385
-197
-0.1% -$30.9K 0.43% 39
2025
Q2 		$30.8M Buy
204,582
+5,410
+3% +$733K 0.43% 39
2025
Q1 		$25.3M Buy
199,172
+45,842
+30% +$6.34M 0.38% 41
2024
Q4 		$21.4M Buy
153,330
+54,253
+55% +$7.45M 0.33% 46
2024
Q3 		$13.1M Buy
99,077
+43,338
+78% +$5.51M 0.2% 58
2024
Q2 		$7.11M Buy
55,739
+14,225
+34% +$1.7M 0.12% 74
2024
Q1 		$4.87M Sell
41,514
-924
-2% -$103K 0.08% 96
2023
Q4 		$4.42M Sell
42,438
-1,585
-4% -$156K 0.08% 94
2023
Q3 		$4.17M Buy
44,023
+2,654
+6% +$260K 0.09% 88
2023
Q2 		$4.04M Buy
41,369
+1,256
+3% +$115K 0.08% 89
2023
Q1 		$3.56M Sell
40,113
-1,604
-4% -$137K 0.08% 92
2022
Q4 		$3.4M Buy
41,717
+1,855
+5% +$155K 0.08% 95
2022
Q3 		$3.2M Buy
39,862
+1,650
+4% +$149K 0.06% 88
2022
Q2 		$3.2M Buy
38,212
+689
+2% +$63.2K 0.06% 89
2022
Q1 		$3.96M Buy
37,523
+2,637
+8% +$274K 0.07% 82
2021
Q4 		$4.03M Buy
34,886
+8,020
+30% +$894K 0.07% 74
2021
Q3 		$2.75M Buy
26,866
+10,331
+62% +$1.09M 0.05% 94
2021
Q2 		$1.67M Sell
16,535
-1,790
-10% -$172K 0.03% 135
2021
Q1 		$1.66M Buy
18,325
+9,497
+108% +$856K 0.03% 133
2020
Q4 		$783K Buy
8,828
+1,735
+24% +$146K 0.02% 202
2020
Q3 		$567K Buy
+7,093
New +$556K 0.01% 173
2020
Q1 		– Sell
-3,320
Closed -$225K – 243
2019
Q4 		$225K Buy
3,320
+119
+4% +$7.71K ﹤0.01% 224
2019
Q3 		$201K Sell
3,201
-76
-2% -$4.81K ﹤0.01% 235
2019
Q2 		$205K Buy
+3,277
New +$202K ﹤0.01% 223
2018
Q4 		– Sell
-3,257
Closed -$202K – 209
2018
Q3 		$202K Buy
+3,257
New +$197K ﹤0.01% 197

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valmark Advisers's IUSG Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.4% in Q2 2026, selling an estimated $1.48M and leaving 179,657 shares worth $33.8M. The position accounts for 0.36% of the portfolio, ranked #49.

Valmark Advisers first reported a position in IUSG in Q3 2018 and has held it in 28 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Valmark Advisers held 179,657 shares of iShares Core S&P US Growth ETF worth $33.8M as of Q2 2026.
  • Valmark Advisers sold 8,202 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.48M.
  • iShares Core S&P US Growth ETF made up 0.36% of Valmark Advisers's portfolio in Q2 2026, its #49 holding.
  • Valmark Advisers first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 28 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.