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

Angeles 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	$21.9K	Hold	141	–	–	﹤0.01%	496
2025 Q4	$23.7K	Hold	141	–	–	﹤0.01%	436
2025 Q3	$23.2K	Hold	141	–	–	﹤0.01%	385
2025 Q2	$21.2K	Hold	141	–	–	﹤0.01%	401
2025 Q1	$17.9K	Hold	141	–	–	﹤0.01%	354
2024 Q4	$19.6K	Hold	141	–	–	﹤0.01%	358
2024 Q3	$18.6K	Hold	141	–	–	﹤0.01%	314
2024 Q2	$18K	Hold	141	–	–	﹤0.01%	279
2024 Q1	$16.5K	Sell	141 -3,005	-96%	-$334K	﹤0.01%	274
2023 Q4	$327K	Buy	+3,146	New	+$310K	0.04%	142

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Angeles Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 141 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Angeles Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $327K in Q4 2023. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Angeles Wealth Management held 141 shares of iShares Core S&P US Growth ETF worth $21.9K as of Q1 2026.
Angeles Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #496 holding.
Angeles Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Angeles Wealth Management's iShares Core S&P US Growth ETF position peaked at $327K in Q4 2023.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.