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
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

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

YHB Investment Advisors's IUSG Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.2% in Q2 2026, buying an estimated $90.3K and bringing the position to 10,077 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #133.

YHB Investment Advisors first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • YHB Investment Advisors held 10,077 shares of iShares Core S&P US Growth ETF worth $1.9M as of Q2 2026.
  • YHB Investment Advisors bought 500 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $90.3K.
  • iShares Core S&P US Growth ETF made up 0.12% of YHB Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • YHB Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.