Verdence Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Verdence Capital Advisors’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	$373K	Buy	+1,981	New	+$358K	0.02%	504
2024 Q4	–	Sell	-1,527	Closed	-$201K	–	653
2024 Q3	$201K	Sell	1,527 -55	-3%	-$6.99K	0.02%	618
2024 Q2	$202K	Buy	+1,582	New	+$189K	0.02%	573
2024 Q1	–	Sell	-2,072	Closed	-$216K	–	599
2023 Q4	$216K	Buy	+2,072	New	+$204K	0.02%	537
2022 Q1	–	Sell	-1,775	Closed	-$205K	–	521
2021 Q4	$205K	Buy	+1,775	New	+$198K	0.02%	479

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

Verdence Capital Advisors's IUSG Position: Q2 2026 in Review

Verdence Capital Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,981 shares worth $373K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings. This is a return to the name: Verdence Capital Advisors previously reported a position in IUSG as recently as Q3 2024.

Verdence Capital Advisors first reported a position in IUSG in Q4 2021 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Verdence Capital Advisors held 1,981 shares of iShares Core S&P US Growth ETF worth $373K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Verdence Capital Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #504 holding.
Verdence Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.