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

Able 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	$7.56M	Buy	40,167 +232	+0.6%	+$41.9K	1.73%	16
2026 Q1	$6.19M	Buy	39,935 +323	+0.8%	+$53.2K	1.66%	20
2025 Q4	$6.65M	Buy	39,612 +532	+1%	+$88.7K	2.1%	14
2025 Q3	$6.43M	Sell	39,080 -467	-1%	-$73.3K	2.42%	15
2025 Q2	$5.95M	Buy	39,547 +849	+2%	+$115K	3%	11
2025 Q1	$4.92M	Sell	38,698 -108	-0.3%	-$14.9K	2.9%	9
2024 Q4	$5.41M	Buy	38,806 +1,522	+4%	+$209K	3.56%	8
2024 Q3	$4.92M	Buy	37,284 +119	+0.3%	+$15.1K	3.73%	7
2024 Q2	$4.74M	Buy	37,165 +337	+0.9%	+$40.2K	3.9%	6
2024 Q1	$4.32M	Buy	36,828 +697	+2%	+$77.5K	3.77%	9
2023 Q4	$3.76M	Buy	+36,131	New	+$3.56M	3.42%	7

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

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

Able Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.58% in Q2 2026, buying an estimated $41.9K and bringing the position to 40,167 shares worth $7.56M. The position accounts for 1.73% of the portfolio, ranked #16.

Able Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Able Wealth Management held 40,167 shares of iShares Core S&P US Growth ETF worth $7.56M as of Q2 2026.
Able Wealth Management bought 232 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $41.9K.
iShares Core S&P US Growth ETF made up 1.73% of Able Wealth Management's portfolio in Q2 2026, its #16 holding.
Able Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.