AWA
IUSG icon

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

Amplius 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
Q2 		$7.77M Sell
41,305
-990
-2% -$179K 0.57% 30
2026
Q1 		$6.56M Sell
42,295
-234
-0.6% -$38.5K 0.55% 31
2025
Q4 		$7.14M Sell
42,529
-1,069
-2% -$178K 0.6% 28
2025
Q3 		$7.17M Sell
43,598
-75,079
-63% -$11.8M 0.62% 28
2025
Q2 		$17.8M Sell
118,677
-587
-0.5% -$79.6K 1.66% 20
2025
Q1 		$15.2M Sell
119,264
-563
-0.5% -$77.9K 1.58% 20
2024
Q4 		$16.7M Buy
119,827
+1,259
+1% +$173K 1.71% 19
2024
Q3 		$15.6M Sell
118,568
-1,094
-0.9% -$139K 1.71% 17
2024
Q2 		$15.3M Sell
119,662
-5,926
-5% -$707K 1.7% 17
2024
Q1 		$14.7M Sell
125,588
-8,120
-6% -$903K 1.65% 18
2023
Q4 		$13.9M Sell
133,708
-4
-0% -$394 1.68% 18
2023
Q3 		$12.7M Sell
133,712
-2,332
-2% -$229K 1.7% 18
2023
Q2 		$13.3M Sell
136,044
-1,531
-1% -$140K 1.79% 14
2023
Q1 		$12.2M Buy
137,575
+2,295
+2% +$195K 1.75% 14
2022
Q4 		$11M Sell
135,280
-83,365
-38% -$6.97M 1.76% 18
2022
Q3 		$17.5M Buy
218,645
+2,901
+1% +$261K 3.13% 10
2022
Q2 		$18.1M Sell
215,744
-11,581
-5% -$1.06M 2.92% 10
2022
Q1 		$24M Sell
227,325
-12,314
-5% -$1.28M 3.69% 7
2021
Q4 		$27.7M Buy
+239,639
New +$26.7M 3.82% 8

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Amplius Wealth Advisors's IUSG Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q2 2026, selling an estimated $179K and leaving 41,305 shares worth $7.77M. The position accounts for 0.57% of the portfolio, ranked #30.

Amplius Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.7M in Q4 2021. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Amplius Wealth Advisors held 41,305 shares of iShares Core S&P US Growth ETF worth $7.77M as of Q2 2026.
  • Amplius Wealth Advisors sold 990 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $179K.
  • iShares Core S&P US Growth ETF made up 0.57% of Amplius Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Amplius Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $27.7M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.