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IUSG icon

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
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

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 $104B AUM 28.3% 1-Year Est. Return

AWM Capital's IUSG Position: Q2 2026 in Review

AWM Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 3% in Q2 2026, buying an estimated $7.95K and bringing the position to 1,525 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #107.

AWM Capital first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • AWM Capital held 1,525 shares of iShares Core S&P US Growth ETF worth $287K as of Q2 2026.
  • AWM Capital bought 44 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $7.95K.
  • iShares Core S&P US Growth ETF made up 0.02% of AWM Capital's portfolio in Q2 2026, its #107 holding.
  • AWM Capital first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.