1900 Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

1900 Wealth Management’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	$5.93M	Sell	31,526 -1,331	-4%	-$240K	0.33%	48
2026 Q1	$5.1M	Sell	32,857 -1,277	-4%	-$210K	0.33%	49
2025 Q4	$5.73M	Sell	34,134 -1,459	-4%	-$243K	0.37%	40
2025 Q3	$5.86M	Sell	35,593 -2,046	-5%	-$321K	0.4%	37
2025 Q2	$5.66M	Sell	37,639 -1,594	-4%	-$216K	0.43%	36
2025 Q1	$4.99M	Sell	39,233 -277	-0.7%	-$38.3K	0.41%	40
2024 Q4	$5.51M	Sell	39,510 -232	-0.6%	-$31.8K	0.46%	37
2024 Q3	$5.24M	Sell	39,742 -4,239	-10%	-$539K	0.45%	40
2024 Q2	$5.61M	Sell	43,981 -21,702	-33%	-$2.59M	0.52%	36
2024 Q1	$7.7M	Sell	65,683 -3,013	-4%	-$335K	0.7%	30
2023 Q4	$7.15M	Sell	68,696 -98,200	-59%	-$9.67M	0.66%	35
2023 Q3	$15.8M	Buy	166,896 +18,523	+12%	+$1.82M	1.58%	14
2023 Q2	$14.5M	Buy	148,373 +52,068	+54%	+$4.78M	1.49%	18
2023 Q1	$8.52M	Buy	96,305 +8,198	+9%	+$698K	0.92%	26
2022 Q4	$7.18M	Buy	88,107 +16,143	+22%	+$1.35M	0.78%	32
2022 Q3	$5.77M	Buy	71,964 +16,031	+29%	+$1.44M	0.67%	37
2022 Q2	$4.68M	Buy	55,933 +25,930	+86%	+$2.38M	0.51%	48
2022 Q1	$3.17M	Buy	30,003 +9,576	+47%	+$995K	0.3%	62
2021 Q4	$2.36M	Sell	20,427 -1,861	-8%	-$207K	0.21%	76
2021 Q3	$2.28M	Buy	+22,288	New	+$2.35M	0.22%	81

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

1900 Wealth Management's IUSG Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.1% in Q2 2026, selling an estimated $240K and leaving 31,526 shares worth $5.93M. The position accounts for 0.33% of the portfolio, ranked #48.

1900 Wealth Management first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.8M in Q3 2023. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

1900 Wealth Management held 31,526 shares of iShares Core S&P US Growth ETF worth $5.93M as of Q2 2026.
1900 Wealth Management sold 1,331 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $240K.
iShares Core S&P US Growth ETF made up 0.33% of 1900 Wealth Management's portfolio in Q2 2026, its #48 holding.
1900 Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 20 quarters since.
1900 Wealth Management's iShares Core S&P US Growth ETF position peaked at $15.8M in Q3 2023.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.