1 North Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

1 North Wealth Services’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	$70.5K	Hold	375	–	–	0.02%	81
2026 Q1	$58.2K	Sell	375 -275	-42%	-$45.3K	0.02%	83
2025 Q4	$109K	Hold	650	–	–	0.04%	72
2025 Q3	$107K	Hold	650	–	–	0.04%	67
2025 Q2	$97.8K	Hold	650	–	–	0.04%	71
2025 Q1	$82.6K	Sell	650 -994	-60%	-$137K	0.04%	71
2024 Q4	$229K	Buy	+1,644	New	+$226K	0.1%	55

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 $103B AUM 28.65% 1-Year Est. Return

1 North Wealth Services's IUSG Position: Q2 2026 in Review

1 North Wealth Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 375 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #81.

1 North Wealth Services first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

1 North Wealth Services held 375 shares of iShares Core S&P US Growth ETF worth $70.5K as of Q2 2026.
1 North Wealth Services left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #81 holding.
1 North Wealth Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
1 North Wealth Services's iShares Core S&P US Growth ETF position peaked at $229K in Q4 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.