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 Q3	$274K	Buy	1,414 +58	+4%	+$11K	0.02%	121
2026 Q2	$255K	Hold	1,356	–	–	0.02%	132
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Verity & Verity's IUSG Position: Q3 2026 in Review

Verity & Verity increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.3% in Q3 2026, buying an estimated $11K and bringing the position to 1,414 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #121.

Verity & Verity first reported a position in IUSG in Q2 2023 and has held it in 13 quarters since. The position peaked at $377K in Q4 2024. 288 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Verity & Verity held 1,414 shares of iShares Core S&P US Growth ETF worth $274K as of Q3 2026.
Verity & Verity bought 58 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $11K.
iShares Core S&P US Growth ETF made up 0.02% of Verity & Verity's portfolio in Q3 2026, its #121 holding.
Verity & Verity first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 13 quarters since.
Verity & Verity's iShares Core S&P US Growth ETF position peaked at $377K in Q4 2024.
288 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

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