Allied Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Allied Private Wealth’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	$82.3K	Buy	+442	New	+$79.8K	0.05%	188

Other funds holding IUSG

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return