Visionary Horizons
IUSG icon

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

Visionary Horizons’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 		$267K Buy
1,376
+292
+27% +$55.3K 0.11% 125
2026
Q2 		$204K Buy
+1,084
New +$196K 0.09% 142
2026
Q1 		– Sell
-1,399
Closed -$235K – 135
2025
Q4 		$235K Buy
1,399
+76
+6% +$12.7K 0.12% 108
2025
Q3 		$218K Buy
+1,323
New +$208K 0.12% 107

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Visionary Horizons's IUSG Position: Q3 2026 in Review

Visionary Horizons increased its iShares Core S&P US Growth ETF (IUSG) stake by 27% in Q3 2026, buying an estimated $55.3K and bringing the position to 1,376 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #125.

Visionary Horizons first reported a position in IUSG in Q3 2025 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Visionary Horizons held 1,376 shares of iShares Core S&P US Growth ETF worth $267K as of Q3 2026.
  • Visionary Horizons bought 292 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $55.3K.
  • iShares Core S&P US Growth ETF made up 0.11% of Visionary Horizons's portfolio in Q3 2026, its #125 holding.
  • Visionary Horizons first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.