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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adapt Wealth Advisors's IUSG Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q1 2026, selling an estimated $658 and leaving 3,318 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #58.

Adapt Wealth Advisors first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. The position peaked at $558K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Adapt Wealth Advisors held 3,318 shares of iShares Core S&P US Growth ETF worth $515K as of Q1 2026.
Adapt Wealth Advisors sold 4 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $658.
iShares Core S&P US Growth ETF made up 0.19% of Adapt Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Adapt Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $558K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.