William Mack & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

William Mack & Associates’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	$68.8K	Buy	+355	New	+$67.2K	0.02%	207

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

William Mack & Associates's IUSG Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 355 shares worth $68.8K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

William Mack & Associates held 355 shares of iShares Core S&P US Growth ETF worth $68.8K as of Q3 2026.
iShares Core S&P US Growth ETF was a new William Mack & Associates position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #207 holding.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.