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

Vision Retirement’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	$158K	Buy	842 +1	+0.1%	+$181	0.04%	145
2026 Q1	$130K	Buy	841 +1	+0.1%	+$165	0.04%	145
2025 Q4	$141K	Buy	+840	New	+$140K	0.04%	147

Other funds holding IUSG

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 $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's IUSG Position: Q2 2026 in Review

Vision Retirement increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $181 and bringing the position to 842 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #145.

Vision Retirement first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Vision Retirement held 842 shares of iShares Core S&P US Growth ETF worth $158K as of Q2 2026.
Vision Retirement bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
iShares Core S&P US Growth ETF made up 0.04% of Vision Retirement's portfolio in Q2 2026, its #145 holding.
Vision Retirement first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
894 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.