Adapt Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Adapt Wealth Advisors’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	$624K	Hold	3,318	–	–	0.2%	54
2026 Q1	$515K	Sell	3,318 -4	-0.1%	-$658	0.19%	58
2025 Q4	$558K	Sell	3,322 -6	-0.2%	-$1K	0.19%	59
2025 Q3	$548K	Hold	3,328	–	–	0.2%	60
2025 Q2	$501K	Hold	3,328	–	–	0.22%	40
2025 Q1	$423K	Hold	3,328	–	–	0.21%	42
2024 Q4	$464K	Sell	3,328 -3	-0.1%	-$412	0.23%	48
2024 Q3	$439K	Sell	3,331 -7	-0.2%	-$890	0.24%	45
2024 Q2	$426K	Hold	3,338	–	–	0.27%	46
2024 Q1	$391K	Buy	+3,338	New	+$371K	0.28%	38

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

Adapt Wealth Advisors's IUSG Position: Q2 2026 in Review

Adapt Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,318 shares worth $624K. The position accounts for 0.2% of the portfolio, ranked #54.

Adapt Wealth Advisors first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Adapt Wealth Advisors held 3,318 shares of iShares Core S&P US Growth ETF worth $624K as of Q2 2026.
Adapt Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.2% of Adapt Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Adapt Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.