William Howard & Co Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

William Howard & Co Financial Advisors’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	$4.24M	Hold	22,566	–	–	3.3%	8
2026 Q1	$3.5M	Hold	22,566	–	–	3.02%	8
2025 Q4	$3.79M	Hold	22,566	–	–	3.19%	8
2025 Q3	$3.71M	Hold	22,566	–	–	3.16%	8
2025 Q2	$3.39M	Hold	22,566	–	–	2.96%	9
2025 Q1	$2.87M	Hold	22,566	–	–	2.69%	9
2024 Q4	$3.15M	Hold	22,566	–	–	2.85%	9
2024 Q3	$2.98M	Hold	22,566	–	–	2.54%	9
2024 Q2	$2.88M	Hold	22,566	–	–	2.66%	9
2024 Q1	$2.65M	Buy	+22,566	New	+$2.51M	2.48%	9

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

William Howard & Co Financial Advisors's IUSG Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 22,566 shares worth $4.24M. The position accounts for 3.3% of the portfolio, ranked #8.

William Howard & Co Financial Advisors first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

William Howard & Co Financial Advisors held 22,566 shares of iShares Core S&P US Growth ETF worth $4.24M as of Q2 2026.
William Howard & Co Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 3.3% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #8 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.