AWM
IUSG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's IUSG Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 78% in Q1 2026, selling an estimated $3.42M and leaving 5,962 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #857.

AE Wealth Management first reported a position in IUSG in Q2 2019 and has held it in 28 quarters since. The position peaked at $58.2M in Q3 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • AE Wealth Management held 5,962 shares of iShares Core S&P US Growth ETF worth $925K as of Q1 2026.
  • AE Wealth Management sold 20,755 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $3.42M.
  • iShares Core S&P US Growth ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #857 holding.
  • AE Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares Core S&P US Growth ETF position peaked at $58.2M in Q3 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.