AW
IUSG icon

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

Alteri 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 		$212K Buy
+1,129
New +$204K 0.06% 273
2025
Q4 		– Sell
-1,269
Closed -$209K – 291
2025
Q3 		$209K Sell
1,269
-254
-17% -$39.9K 0.07% 261
2025
Q2 		$229K Buy
+1,523
New +$206K 0.09% 242
2025
Q1 		– Sell
-2,100
Closed -$293K – 260
2024
Q4 		$293K Buy
+2,100
New +$288K 0.08% 182

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alteri Wealth's IUSG Position: Q2 2026 in Review

Alteri Wealth opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,129 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #273 among its holdings. This is a return to the name: Alteri Wealth previously reported a position in IUSG as recently as Q3 2025.

Alteri Wealth first reported a position in IUSG in Q4 2024 and has held it in 4 quarters since. The position peaked at $293K in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Alteri Wealth held 1,129 shares of iShares Core S&P US Growth ETF worth $212K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Alteri Wealth position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #273 holding.
  • Alteri Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Alteri Wealth's iShares Core S&P US Growth ETF position peaked at $293K in Q4 2024.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.