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

Abound 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	$103K	Buy	547 +18	+3%	+$3.25K	0.02%	158
2026 Q1	$82K	Buy	529 +10	+2%	+$1.65K	0.02%	173
2025 Q4	$87.1K	Hold	519	–	–	0.02%	156
2025 Q3	$85.3K	Hold	519	–	–	0.02%	153
2025 Q2	$78K	Buy	519 +320	+161%	+$43.4K	0.02%	153
2025 Q1	$25.3K	Sell	199 -114	-36%	-$15.8K	0.01%	264
2024 Q4	$43.6K	Hold	313	–	–	0.01%	195
2024 Q3	$41.3K	Sell	313 -31	-9%	-$3.94K	0.01%	202
2024 Q2	$43.9K	Sell	344 -60	-15%	-$7.16K	0.02%	165
2024 Q1	$47.4K	Sell	404 -109	-21%	-$12.1K	0.02%	153
2023 Q4	$53.4K	Buy	513 +440	+603%	+$43.3K	0.02%	137
2023 Q3	$6.92K	Buy	+73	New	+$7.16K	﹤0.01%	396
2023 Q2	–	Sell	-116	Closed	-$10.3K	–	1209
2023 Q1	$10.3K	Buy	+116	New	+$9.88K	﹤0.01%	281

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

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

Abound Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.4% in Q2 2026, buying an estimated $3.25K and bringing the position to 547 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #158.

Abound Wealth Management first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Abound Wealth Management held 547 shares of iShares Core S&P US Growth ETF worth $103K as of Q2 2026.
Abound Wealth Management bought 18 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.25K.
iShares Core S&P US Growth ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #158 holding.
Abound Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.