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

Verity & Verity’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	$210K	Hold	1,356	–	–	0.02%	135
2025 Q4	$228K	Hold	1,356	–	–	0.02%	146
2025 Q3	$223K	Hold	1,356	–	–	0.02%	128
2025 Q2	$204K	Buy	+1,356	New	+$184K	0.02%	131
2025 Q1	–	Sell	-2,706	Closed	-$377K	–	131
2024 Q4	$377K	Hold	2,706	–	–	0.03%	108
2024 Q3	$357K	Hold	2,706	–	–	0.04%	93
2024 Q2	$345K	Hold	2,706	–	–	0.04%	94
2024 Q1	$317K	Sell	2,706 -363	-12%	-$40.4K	0.04%	94
2023 Q4	$319K	Hold	3,069	–	–	0.04%	90
2023 Q3	$291K	Hold	3,069	–	–	0.04%	85
2023 Q2	$300K	Buy	+3,069	New	+$281K	0.04%	85

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 $9.54B AUM 19.86% 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

Verity & Verity's IUSG Position: Q1 2026 in Review

Verity & Verity held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 1,356 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #135.

Verity & Verity first reported a position in IUSG in Q2 2023 and has held it in 11 quarters since. The position peaked at $377K in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Verity & Verity held 1,356 shares of iShares Core S&P US Growth ETF worth $210K as of Q1 2026.
Verity & Verity left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #135 holding.
Verity & Verity first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 11 quarters since.
Verity & Verity's iShares Core S&P US Growth ETF position peaked at $377K in Q4 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.