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

American 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	–	Sell	-792	Closed	-$133K	–	82
2025 Q4	$133K	Buy	792 +1	+0.1%	+$167	0.13%	48
2025 Q3	$130K	Buy	+791	New	+$124K	0.13%	48

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 792 shares — an estimated $133K sold.

American Wealth Advisors first reported a position in IUSG in Q3 2025 and held it in 2 quarters. The position peaked at $133K in Q4 2025. 867 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

American Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
American Wealth Advisors sold 792 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $133K.
American Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 2 quarters.
American Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $133K in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.