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

Atlantic Edge Private 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 		$31K Hold
165
– – 0.01% 299
2026
Q1 		$25.6K Hold
165
– – 0.01% 294
2025
Q4 		$27.7K Hold
165
– – 0.01% 282
2025
Q3 		$27.1K Hold
165
– – 0.01% 274
2025
Q2 		$24.8K Hold
165
– – 0.01% 278
2025
Q1 		$21K Hold
165
– – 0.01% 278
2024
Q4 		$23K Hold
165
– – 0.01% 259
2024
Q3 		$21.8K Buy
+165
New +$21K 0.01% 259
2024
Q2 		– Sell
-113
Closed -$13.2K – 495
2024
Q1 		$13.2K Hold
113
– – ﹤0.01% 292
2023
Q4 		$11.8K Buy
+113
New +$11.1K ﹤0.01% 286

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 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

Atlantic Edge Private Wealth Management's IUSG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 165 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #299.

Atlantic Edge Private Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 165 shares of iShares Core S&P US Growth ETF worth $31K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Atlantic Edge Private 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.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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