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

Zhang 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	$226K	Buy	+1,200	New	+$217K	0.01%	368
2026 Q1	–	Sell	-1,200	Closed	-$202K	–	378
2025 Q4	$202K	Buy	+1,200	New	+$200K	0.01%	332
2024 Q1	–	Sell	-2,781	Closed	-$290K	–	270
2023 Q4	$290K	Buy	+2,781	New	+$274K	0.02%	217

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

Zhang Financial's IUSG Position: Q2 2026 in Review

Zhang Financial opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,200 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Zhang Financial previously reported a position in IUSG as recently as Q4 2025.

Zhang Financial first reported a position in IUSG in Q4 2023 and has held it in 3 quarters since. The position peaked at $290K in Q4 2023. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Zhang Financial held 1,200 shares of iShares Core S&P US Growth ETF worth $226K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Zhang Financial position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #368 holding.
Zhang Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 3 quarters since.
Zhang Financial's iShares Core S&P US Growth ETF position peaked at $290K in Q4 2023.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.