YIA
IUSG icon

YHB Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

YHB Investment 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
Q3 		$1.93M Sell
9,982
-95
-0.9% -$18K 0.12% 130
2026
Q2 		$1.9M Buy
10,077
+500
+5% +$90.3K 0.12% 133
2026
Q1 		$1.49M Sell
9,577
-178
-2% -$29.3K 0.11% 141
2025
Q4 		$1.64M Buy
9,755
+414
+4% +$69.1K 0.11% 137
2025
Q3 		$1.54M Sell
9,341
-982
-10% -$154K 0.11% 135
2025
Q2 		$1.55M Sell
10,323
-374
-3% -$50.7K 0.12% 136
2025
Q1 		$1.36M Buy
10,697
+120
+1% +$16.6K 0.11% 139
2024
Q4 		$1.47M Buy
10,577
+992
+10% +$136K 0.12% 134
2024
Q3 		$1.26M Sell
9,585
-121
-1% -$15.4K 0.1% 141
2024
Q2 		$1.24M Buy
9,706
+899
+10% +$107K 0.11% 141
2024
Q1 		$1.03M Buy
8,807
+230
+3% +$25.6K 0.09% 150
2023
Q4 		$893K Buy
8,577
+289
+3% +$28.5K 0.09% 146
2023
Q3 		$786K Buy
8,288
+150
+2% +$14.7K 0.07% 153
2023
Q2 		$795K Sell
8,138
-265
-3% -$24.3K 0.07% 156
2023
Q1 		$746K Buy
8,403
+2,591
+45% +$221K 0.07% 159
2022
Q4 		$474K Buy
5,812
+2,950
+103% +$247K 0.05% 185
2022
Q3 		$229K Buy
+2,862
New +$258K 0.03% 256

Other funds holding IUSG

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

YHB Investment Advisors's IUSG Position: Q3 2026 in Review

YHB Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.94% in Q3 2026, selling an estimated $18K and leaving 9,982 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #130.

YHB Investment Advisors first reported a position in IUSG in Q3 2022 and has held it in 17 quarters since. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • YHB Investment Advisors held 9,982 shares of iShares Core S&P US Growth ETF worth $1.93M as of Q3 2026.
  • YHB Investment Advisors sold 95 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $18K.
  • iShares Core S&P US Growth ETF made up 0.12% of YHB Investment Advisors's portfolio in Q3 2026, its #130 holding.
  • YHB Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.