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

Activest 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	$4.7K	Sell	25 -371	-94%	-$67K	﹤0.01%	720
2026 Q1	$61.4K	Hold	396	–	–	0.01%	297
2025 Q4	$66.5K	Hold	396	–	–	0.01%	280
2025 Q3	$65.2K	Hold	396	–	–	0.01%	234
2025 Q2	$59.6K	Hold	396	–	–	0.01%	189
2025 Q1	$50.3K	Hold	396	–	–	0.01%	194
2024 Q4	$55.2K	Hold	396	–	–	0.02%	164
2024 Q3	$52.2K	Hold	396	–	–	0.02%	170
2024 Q2	$50.5K	Buy	+396	New	+$47.2K	0.02%	165
2024 Q1	–	Sell	-500	Closed	-$55.6K	–	394
2023 Q4	$52K	Buy	+500	New	+$49.3K	0.03%	93

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

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

Activest Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 94% in Q2 2026, selling an estimated $67K and leaving 25 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Activest Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.5K in Q4 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Activest Wealth Management held 25 shares of iShares Core S&P US Growth ETF worth $4.7K as of Q2 2026.
Activest Wealth Management sold 371 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $67K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #720 holding.
Activest Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Activest Wealth Management's iShares Core S&P US Growth ETF position peaked at $66.5K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.