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

Apollon 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
Q2 		$463K Buy
2,459
+139
+6% +$25.1K 0.01% 1052
2026
Q1 		$360K Buy
2,320
+228
+11% +$37.5K 0.01% 1017
2025
Q4 		$351K Sell
2,092
-1,946
-48% -$325K 0.01% 992
2025
Q3 		$664K Sell
4,038
-3,993
-50% -$627K 0.01% 730
2025
Q2 		$1.21M Buy
8,031
+5,201
+184% +$705K 0.02% 499
2025
Q1 		$360K Buy
+2,830
New +$391K 0.01% 882
2024
Q4 		– Sell
-1,591
Closed -$210K – 1245
2024
Q3 		$210K Hold
1,591
– – 0.01% 1046
2024
Q2 		$203K Sell
1,591
-2,213
-58% -$264K 0.01% 1021
2024
Q1 		$446K Buy
3,804
+647
+20% +$72K 0.01% 737
2023
Q4 		$329K Sell
3,157
-3,127
-50% -$308K 0.01% 805
2023
Q3 		$596K Sell
6,284
-3,112
-33% -$305K 0.03% 505
2023
Q2 		$917K Buy
9,396
+6,470
+221% +$593K 0.04% 413
2023
Q1 		$260K Buy
+2,926
New +$249K 0.02% 724
2022
Q4 		– Sell
-3,953
Closed -$317K – 885
2022
Q3 		$317K Buy
+3,953
New +$356K 0.03% 579
2020
Q3 		– Sell
-702
Closed -$50K – 414
2020
Q2 		$50K Buy
+702
New +$46.6K 0.03% 248

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Apollon Wealth Management's IUSG Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 6% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,459 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1052.

Apollon Wealth Management first reported a position in IUSG in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2025. 232 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Apollon Wealth Management held 2,459 shares of iShares Core S&P US Growth ETF worth $463K as of Q2 2026.
  • Apollon Wealth Management bought 139 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Core S&P US Growth ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1052 holding.
  • Apollon Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 15 quarters since.
  • Apollon Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.21M in Q2 2025.
  • 232 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.