AWM Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

AWM Capital’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 Q3	$293K	Sell	1,513 -12	-0.8%	-$2.27K	0.02%	112
2026 Q2	$287K	Buy	1,525 +44	+3%	+$7.95K	0.02%	107
2026 Q1	$230K	Buy	1,481 +2	+0.1%	+$329	0.02%	109
2025 Q4	$249K	Buy	1,479 +2	+0.1%	+$334	0.02%	90
2025 Q3	$243K	Buy	1,477 +8	+0.5%	+$1.26K	0.02%	92
2025 Q2	$221K	Sell	1,469 -334	-19%	-$45.3K	0.02%	96
2025 Q1	$229K	Hold	1,803	–	–	0.03%	100
2024 Q4	$251K	Hold	1,803	–	–	0.03%	88
2024 Q3	$238K	Hold	1,803	–	–	0.03%	85
2024 Q2	$230K	Hold	1,803	–	–	0.03%	80
2024 Q1	$211K	Buy	+1,803	New	+$201K	0.04%	80

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AWM Capital's IUSG Position: Q3 2026 in Review

AWM Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.79% in Q3 2026, selling an estimated $2.27K and leaving 1,513 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #112.

AWM Capital first reported a position in IUSG in Q1 2024 and has held it in 11 quarters since. 571 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

AWM Capital held 1,513 shares of iShares Core S&P US Growth ETF worth $293K as of Q3 2026.
AWM Capital sold 12 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $2.27K.
iShares Core S&P US Growth ETF made up 0.02% of AWM Capital's portfolio in Q3 2026, its #112 holding.
AWM Capital first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 11 quarters since.
571 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.