Worth Financial Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Worth Financial Advisory 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	$821K	Buy	+4,365	New	+$788K	0.34%	78
2026 Q1	–	Sell	-4,365	Closed	-$733K	–	108
2025 Q4	$733K	Hold	4,365	–	–	0.36%	69
2025 Q3	$718K	Hold	4,365	–	–	0.4%	62
2025 Q2	$656K	Hold	4,365	–	–	0.4%	59
2025 Q1	$555K	Hold	4,365	–	–	0.35%	72
2024 Q4	$608K	Hold	4,365	–	–	0.37%	68
2024 Q3	$576K	Hold	4,365	–	–	0.34%	70
2024 Q2	$556K	Hold	4,365	–	–	0.37%	71
2024 Q1	$512K	Hold	4,365	–	–	0.35%	75
2023 Q4	$454K	Hold	4,365	–	–	0.36%	75
2023 Q3	$414K	Sell	4,365 -2,185	-33%	-$214K	0.37%	75
2023 Q2	$640K	Sell	6,550 -523	-7%	-$48K	0.59%	44
2023 Q1	$628K	Hold	7,073	–	–	0.6%	47
2022 Q4	$577K	Buy	+7,073	New	+$591K	0.67%	43

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 $104B AUM 28.3% 1-Year Est. Return

Worth Financial Advisory Group's IUSG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 4,365 shares worth $821K. The stake represents 0.34% of the portfolio and ranks #78 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IUSG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Worth Financial Advisory Group held 4,365 shares of iShares Core S&P US Growth ETF worth $821K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.34% of Worth Financial Advisory Group's portfolio in Q2 2026, its #78 holding.
Worth Financial Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.