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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vaughan & Co Securities's IUSG Position: Q1 2026 in Review

Vaughan & Co Securities held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 8,172 shares worth $1.27M. The position accounts for 0.66% of the portfolio, ranked #16.

Vaughan & Co Securities first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Vaughan & Co Securities held 8,172 shares of iShares Core S&P US Growth ETF worth $1.27M as of Q1 2026.
Vaughan & Co Securities left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.66% of Vaughan & Co Securities's portfolio in Q1 2026, its #16 holding.
Vaughan & Co Securities first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
Vaughan & Co Securities's iShares Core S&P US Growth ETF position peaked at $1.37M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.