Avidian Wealth Enterprises’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Avidian Wealth Enterprises’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	$317K	Buy	1,687 +261	+18%	+$47.1K	0.01%	582
2026 Q1	$221K	Sell	1,426 -20	-1%	-$3.29K	0.01%	624
2025 Q4	$243K	Buy	1,446 +2	+0.1%	+$334	0.01%	513
2025 Q3	$238K	Buy	1,444 +2	+0.1%	+$314	0.01%	521
2025 Q2	$217K	Sell	1,442 -380	-21%	-$51.5K	0.01%	510
2025 Q1	$231K	Buy	+1,822	New	+$252K	0.01%	477
2023 Q3	–	Sell	-10,795	Closed	-$1.05M	–	411
2023 Q2	$1.05M	Buy	+10,795	New	+$990K	0.07%	173
2022 Q1	–	Sell	-1,989	Closed	-$230K	–	542
2021 Q4	$230K	Buy	+1,989	New	+$222K	0.01%	462

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

Avidian Wealth Enterprises's IUSG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Core S&P US Growth ETF (IUSG) stake by 18% in Q2 2026, buying an estimated $47.1K and bringing the position to 1,687 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #582.

Avidian Wealth Enterprises first reported a position in IUSG in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2023. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Avidian Wealth Enterprises held 1,687 shares of iShares Core S&P US Growth ETF worth $317K as of Q2 2026.
Avidian Wealth Enterprises bought 261 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares Core S&P US Growth ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #582 holding.
Avidian Wealth Enterprises first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 8 quarters since.
Avidian Wealth Enterprises's iShares Core S&P US Growth ETF position peaked at $1.05M in Q2 2023.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.