Able Wealth Management
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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
Q3 		$8.03M Buy
40,571
+404
+1% +$76.5K 1.77% 15
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% -$73.4K 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Able Wealth Management's IUSG Position: Q3 2026 in Review

Able Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1% in Q3 2026, buying an estimated $76.5K and bringing the position to 40,571 shares worth $8.03M. The position accounts for 1.77% of the portfolio, ranked #15.

Able Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 12 quarters since. 306 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Able Wealth Management held 40,571 shares of iShares Core S&P US Growth ETF worth $8.03M as of Q3 2026.
  • Able Wealth Management bought 404 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $76.5K.
  • iShares Core S&P US Growth ETF made up 1.77% of Able Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Able Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.