Voisard Asset Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Voisard Asset Management Group’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	$41.3M	Buy	219,334 +4,415	+2%	+$797K	7.81%	4
2026 Q1	$33.3M	Buy	214,919 +14,153	+7%	+$2.33M	7.11%	5
2025 Q4	$33.7M	Buy	200,766 +7,075	+4%	+$1.18M	7.28%	5
2025 Q3	$31.9M	Buy	193,691 +13,061	+7%	+$2.05M	7.38%	5
2025 Q2	$27.2M	Buy	180,630 +17,112	+10%	+$2.32M	7%	6
2025 Q1	$20.8M	Buy	163,518 +41,388	+34%	+$5.72M	6.07%	7
2024 Q4	$17M	Buy	122,130 +109,171	+842%	+$15M	5.69%	7
2024 Q3	$1.71M	Buy	+12,959	New	+$1.65M	0.71%	15

Other funds holding IUSG

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Voisard Asset Management Group's IUSG Position: Q2 2026 in Review

Voisard Asset Management Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.1% in Q2 2026, buying an estimated $797K and bringing the position to 219,334 shares worth $41.3M. The position accounts for 7.81% of the portfolio, ranked #4.

Voisard Asset Management Group first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Voisard Asset Management Group held 219,334 shares of iShares Core S&P US Growth ETF worth $41.3M as of Q2 2026.
Voisard Asset Management Group bought 4,415 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $797K.
iShares Core S&P US Growth ETF made up 7.81% of Voisard Asset Management Group's portfolio in Q2 2026, its #4 holding.
Voisard Asset Management Group first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
250 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.