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

Arkadios 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	$11.8M	Buy	62,845 +7,063	+13%	+$1.28M	0.18%	122
2026 Q1	$8.65M	Buy	55,782 +27,000	+94%	+$4.44M	0.14%	171
2025 Q4	$4.83M	Buy	28,782 +26,749	+1,316%	+$4.46M	0.09%	230
2025 Q3	$334K	Buy	2,033 +179	+10%	+$28.1K	0.01%	1116
2025 Q2	$279K	Buy	1,854 +39	+2%	+$5.29K	0.01%	1082
2025 Q1	$231K	Buy	1,815 +4	+0.2%	+$553	0.01%	1000
2024 Q4	$252K	Sell	1,811 -172	-9%	-$23.6K	0.01%	787
2024 Q3	$262K	Buy	1,983 +51	+3%	+$6.49K	0.01%	762
2024 Q2	$246K	Buy	+1,932	New	+$230K	0.02%	701
2021 Q4	–	Sell	-470	Closed	-$48K	–	1179
2021 Q3	$48K	Buy	470 +350	+292%	+$37K	0.01%	883
2021 Q2	$12K	Buy	+120	New	+$11.6K	﹤0.01%	1478
2020 Q1	–	Sell	-29	Closed	-$2.11K	–	1249
2019 Q4	$2.11K	Buy	+29	New	+$1.88K	﹤0.01%	814

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, buying an estimated $1.28M and bringing the position to 62,845 shares worth $11.8M. The position accounts for 0.18% of the portfolio, ranked #122.

Arkadios Wealth Advisors first reported a position in IUSG in Q4 2019 and has held it in 12 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Arkadios Wealth Advisors held 62,845 shares of iShares Core S&P US Growth ETF worth $11.8M as of Q2 2026.
Arkadios Wealth Advisors bought 7,063 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.28M.
iShares Core S&P US Growth ETF made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Arkadios Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 12 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.