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XML Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

XML Financial’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 		$1.16M Buy
6,164
+4
+0.1% +$723 0.08% 173
2026
Q1 		$955K Buy
6,160
+55
+0.9% +$9.05K 0.08% 186
2025
Q4 		$1.03M Sell
6,105
-383
-6% -$63.9K 0.08% 177
2025
Q3 		$1.07M Buy
6,488
+92
+1% +$14.4K 0.09% 176
2025
Q2 		$962K Sell
6,396
-59
-0.9% -$8K 0.08% 182
2025
Q1 		$820K Buy
6,455
+47
+0.7% +$6.5K 0.08% 184
2024
Q4 		$893K Sell
6,408
-1,662
-21% -$228K 0.08% 185
2024
Q3 		$1.06M Buy
8,070
+191
+2% +$24.3K 0.1% 168
2024
Q2 		$1M Buy
7,879
+191
+2% +$22.8K 0.1% 163
2024
Q1 		$901K Buy
7,688
+3
+0% +$334 0.09% 176
2023
Q4 		$800K Sell
7,685
-1,831
-19% -$180K 0.08% 178
2023
Q3 		$902K Buy
9,516
+133
+1% +$13K 0.11% 165
2023
Q2 		$916K Buy
9,383
+178
+2% +$16.3K 0.11% 166
2023
Q1 		$817K Buy
9,205
+173
+2% +$14.7K 0.1% 174
2022
Q4 		$736K Buy
9,032
+503
+6% +$42K 0.09% 178
2022
Q3 		$684K Buy
8,529
+264
+3% +$23.8K 0.09% 172
2022
Q2 		$692K Hold
8,265
– – 0.16% 116
2022
Q1 		$873K Hold
8,265
– – 0.1% 163
2021
Q4 		$956K Sell
8,265
-156
-2% -$17.4K 0.12% 157
2021
Q3 		$862K Hold
8,421
– – 0.12% 156
2021
Q2 		$850K Hold
8,421
– – 0.19% 101
2021
Q1 		$765K Hold
8,421
– – 0.19% 103
2020
Q4 		$747K Hold
8,421
– – 0.19% 103
2020
Q3 		$674K Hold
8,421
– – 0.21% 95
2020
Q2 		$605K Hold
8,421
– – 0.21% 93
2020
Q1 		$481K Buy
8,421
+236
+3% +$15.5K 0.21% 95
2019
Q4 		$554K Buy
+8,185
New +$530K 0.2% 90

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

XML Financial's IUSG Position: Q2 2026 in Review

XML Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.06% in Q2 2026, buying an estimated $723 and bringing the position to 6,164 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #173.

XML Financial first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • XML Financial held 6,164 shares of iShares Core S&P US Growth ETF worth $1.16M as of Q2 2026.
  • XML Financial bought 4 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Core S&P US Growth ETF made up 0.08% of XML Financial's portfolio in Q2 2026, its #173 holding.
  • XML Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.