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

AE 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	$1.27M	Buy	6,760 +798	+13%	+$144K	0.01%	819
2026 Q1	$925K	Sell	5,962 -20,755	-78%	-$3.42M	0.01%	857
2025 Q4	$4.49M	Buy	26,717 +23,278	+677%	+$3.88M	0.03%	416
2025 Q3	$566K	Sell	3,439 -25,810	-88%	-$4.05M	﹤0.01%	924
2025 Q2	$4.4M	Sell	29,249 -1,788	-6%	-$242K	0.03%	374
2025 Q1	$3.94M	Buy	31,037 +7,470	+32%	+$1.03M	0.03%	391
2024 Q4	$3.28M	Sell	23,567 -35,084	-60%	-$4.82M	0.03%	427
2024 Q3	$7.74M	Buy	58,651 +11,677	+25%	+$1.48M	0.07%	267
2024 Q2	$5.99M	Buy	46,974 +42,418	+931%	+$5.06M	0.06%	294
2024 Q1	$534K	Sell	4,556 -143,789	-97%	-$16M	0.01%	803
2023 Q4	$16.1M	Sell	148,345 -116,037	-44%	-$11.4M	0.08%	283
2023 Q3	$25.1M	Buy	264,382 +130,289	+97%	+$12.8M	0.15%	155
2023 Q2	$13.1M	Sell	134,093 -39,872	-23%	-$3.66M	0.08%	309
2023 Q1	$15.4M	Buy	173,965 +61,097	+54%	+$5.2M	0.1%	244
2022 Q4	$9.2M	Buy	112,868 +7,499	+7%	+$627K	0.07%	341
2022 Q3	$8.45M	Sell	105,369 -2,548	-2%	-$229K	0.07%	313
2022 Q2	$9.03M	Sell	107,917 -8,005	-7%	-$734K	0.07%	294
2022 Q1	$12.2M	Buy	115,922 +3,145	+3%	+$327K	0.08%	247
2021 Q4	$13M	Sell	112,777 -455,614	-80%	-$50.8M	0.09%	219
2021 Q3	$58.2M	Buy	568,391 +468,520	+469%	+$49.5M	0.48%	39
2021 Q2	$10.1M	Sell	99,871 -384,852	-79%	-$37.1M	0.09%	222
2021 Q1	$44M	Buy	484,723 +279,408	+136%	+$25.2M	0.44%	44
2020 Q4	$18.2M	Buy	205,315 +110,134	+116%	+$9.27M	0.21%	115
2020 Q3	$7.61M	Sell	95,181 -131,596	-58%	-$10.3M	0.11%	174
2020 Q2	$16.3M	Buy	226,777 +136,755	+152%	+$9.09M	0.25%	96
2020 Q1	$5.14M	Buy	90,022 +43,692	+94%	+$2.88M	0.12%	158
2019 Q4	$3.13M	Buy	46,330 +39,943	+625%	+$2.59M	0.07%	254
2019 Q3	$402K	Buy	6,387 +1,447	+29%	+$91.5K	0.01%	677
2019 Q2	$310K	Buy	+4,940	New	+$304K	0.01%	737

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

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

AE Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, buying an estimated $144K and bringing the position to 6,760 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #819.

AE Wealth Management first reported a position in IUSG in Q2 2019 and has held it in 29 quarters since. The position peaked at $58.2M in Q3 2021. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

AE Wealth Management held 6,760 shares of iShares Core S&P US Growth ETF worth $1.27M as of Q2 2026.
AE Wealth Management bought 798 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $144K.
iShares Core S&P US Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #819 holding.
AE Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 29 quarters since.
AE Wealth Management's iShares Core S&P US Growth ETF position peaked at $58.2M in Q3 2021.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.