AWM
IUSG icon

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

Avior 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 		$613K Buy
3,257
+4
+0.1% +$723 0.02% 466
2026
Q1 		$505K Sell
3,253
-1,281
-28% -$211K 0.01% 531
2025
Q4 		$761K Buy
4,534
+6
+0.1% +$1K 0.02% 357
2025
Q3 		$745K Sell
4,528
-90
-2% -$14.1K 0.02% 361
2025
Q2 		$695K Sell
4,618
-110
-2% -$14.9K 0.02% 362
2025
Q1 		$601K Buy
4,728
+193
+4% +$26.7K 0.02% 358
2024
Q4 		$632K Buy
4,535
+39
+0.9% +$5.35K 0.02% 385
2024
Q3 		$593K Buy
4,496
+8
+0.2% +$1.02K 0.02% 409
2024
Q2 		$572K Buy
4,488
+30
+0.7% +$3.58K 0.02% 399
2024
Q1 		$523K Buy
4,458
+7
+0.2% +$779 0.02% 433
2023
Q4 		$463K Buy
4,451
+30
+0.7% +$2.96K 0.03% 362
2023
Q3 		$419K Sell
4,421
-250
-5% -$24.5K 0.03% 364
2023
Q2 		$456K Buy
4,671
+3,021
+183% +$277K 0.03% 365
2023
Q1 		$147K Buy
1,650
+5
+0.3% +$426 0.01% 576
2022
Q4 		$134K Buy
1,645
+5
+0.3% +$418 0.01% 507
2022
Q3 		$131K Buy
1,640
+5
+0.3% +$450 0.01% 500
2022
Q2 		$136K Buy
1,635
+3
+0.2% +$275 0.01% 462
2022
Q1 		$172K Buy
1,632
+3
+0.2% +$312 0.01% 446
2021
Q4 		$188K Sell
1,629
-62
-4% -$6.91K 0.02% 441
2021
Q3 		$173K Sell
1,691
-137
-7% -$14.5K 0.01% 435
2021
Q2 		$184K Buy
1,828
+340
+23% +$32.8K 0.02% 410
2021
Q1 		$135K Buy
1,488
+4
+0.3% +$360 0.01% 431
2020
Q4 		$131K Sell
1,484
-302
-17% -$25.4K 0.02% 413
2020
Q3 		$142K Sell
1,786
-3,317
-65% -$260K 0.02% 408
2020
Q2 		$366K Buy
+5,103
New +$339K 0.06% 299

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Avior Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $723 and bringing the position to 3,257 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #466.

Avior Wealth Management first reported a position in IUSG in Q2 2020 and has held it in 25 quarters since. The position peaked at $761K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Avior Wealth Management held 3,257 shares of iShares Core S&P US Growth ETF worth $613K as of Q2 2026.
  • Avior Wealth Management bought 4 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Core S&P US Growth ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Avior Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Avior Wealth Management's iShares Core S&P US Growth ETF position peaked at $761K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.