Vaughan & Co Securities
IUSG icon

Vaughan & Co Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vaughan & Co Securities’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
Q3 		$1.58M Sell
8,140
-15
-0.2% -$2.84K 0.74% 14
2026
Q2 		$1.53M Sell
8,155
-17
-0.2% -$3.07K 0.72% 15
2026
Q1 		$1.27M Hold
8,172
– – 0.66% 16
2025
Q4 		$1.37M Sell
8,172
-150
-2% -$25K 0.71% 14
2025
Q3 		$1.37M Sell
8,322
-77
-0.9% -$12.1K 0.73% 14
2025
Q2 		$1.26M Sell
8,399
-54
-0.6% -$7.32K 0.72% 15
2025
Q1 		$1.07M Hold
8,453
– – 0.67% 18
2024
Q4 		$1.18M Sell
8,453
-78
-0.9% -$10.7K 0.71% 16
2024
Q3 		$1.13M Sell
8,531
-23
-0.3% -$2.92K 0.66% 17
2024
Q2 		$1.09M Sell
8,554
-168
-2% -$20K 0.69% 16
2024
Q1 		$1.02M Sell
8,722
-737
-8% -$82K 0.65% 16
2023
Q4 		$985K Sell
9,459
-218
-2% -$21.5K 0.66% 16
2023
Q3 		$918K Hold
9,677
– – 0.68% 17
2023
Q2 		$945K Sell
9,677
-387
-4% -$35.5K 0.67% 16
2023
Q1 		$893K Buy
10,064
+56
+0.6% +$4.77K 0.66% 17
2022
Q4 		$816K Buy
+10,008
New +$836K 0.65% 24

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Vaughan & Co Securities's IUSG Position: Q3 2026 in Review

Vaughan & Co Securities reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.18% in Q3 2026, selling an estimated $2.84K and leaving 8,140 shares worth $1.58M. The position accounts for 0.74% of the portfolio, ranked #14.

Vaughan & Co Securities first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 743 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Vaughan & Co Securities held 8,140 shares of iShares Core S&P US Growth ETF worth $1.58M as of Q3 2026.
  • Vaughan & Co Securities sold 15 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $2.84K.
  • iShares Core S&P US Growth ETF made up 0.74% of Vaughan & Co Securities's portfolio in Q3 2026, its #14 holding.
  • Vaughan & Co Securities first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Vaughan & Co Securities's 13F filing for Q3 2026, filed 23 Oct 2026.