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 Q3	$4.84K	Hold	25	–	–	﹤0.01%	701
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Activest Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 25 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Activest Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.5K in Q4 2025. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Activest Wealth Management held 25 shares of iShares Core S&P US Growth ETF worth $4.84K as of Q3 2026.
Activest Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #701 holding.
Activest 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.
Activest Wealth Management's iShares Core S&P US Growth ETF position peaked at $66.5K in Q4 2025.
647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.