James T. Borello RIA’s iShares Core S&P US Growth ETF IUSG Stock Holding History

James T. Borello RIA’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	$5.04K	Hold	26	–	–	﹤0.01%	778
2026 Q2	$4.89K	Hold	26	–	–	﹤0.01%	793
2026 Q1	$4.03K	Hold	26	–	–	﹤0.01%	816
2025 Q4	$4.37K	Hold	26	–	–	﹤0.01%	601
2025 Q3	$4.28K	Hold	26	–	–	﹤0.01%	502
2025 Q2	$3.91K	Hold	26	–	–	﹤0.01%	236
2025 Q1	$3.3K	Hold	26	–	–	﹤0.01%	190
2024 Q4	$3.62K	Hold	26	–	–	﹤0.01%	164
2024 Q3	$3.43K	Hold	26	–	–	﹤0.01%	154
2024 Q2	$3.31K	Hold	26	–	–	﹤0.01%	141
2024 Q1	$3.05K	Hold	26	–	–	﹤0.01%	144
2023 Q4	$2.71K	Buy	+26	New	+$2.56K	﹤0.01%	124

Other funds holding IUSG

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

James T. Borello RIA's IUSG Position: Q3 2026 in Review

James T. Borello RIA held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 26 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

James T. Borello RIA first reported a position in IUSG in Q4 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

James T. Borello RIA held 26 shares of iShares Core S&P US Growth ETF worth $5.04K as of Q3 2026.
James T. Borello RIA left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #778 holding.
James T. Borello RIA first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 12 quarters since.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.