Axis Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Axis Wealth Partners’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 Q1	$911K	Sell	5,875 -306	-5%	-$50.4K	0.48%	62
2025 Q4	$1.04M	Sell	6,181 -284	-4%	-$47.4K	0.57%	55
2025 Q3	$1.06M	Sell	6,465 -574	-8%	-$90.2K	0.62%	50
2025 Q2	$1.06M	Sell	7,039 -232	-3%	-$31.4K	0.7%	47
2025 Q1	$924K	Sell	7,271 -213	-3%	-$29.5K	0.68%	41
2024 Q4	$1.04M	Buy	+7,484	New	+$1.03M	0.88%	33

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axis Wealth Partners's IUSG Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5% in Q1 2026, selling an estimated $50.4K and leaving 5,875 shares worth $911K. The position accounts for 0.48% of the portfolio, ranked #62.

Axis Wealth Partners first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Axis Wealth Partners held 5,875 shares of iShares Core S&P US Growth ETF worth $911K as of Q1 2026.
Axis Wealth Partners sold 306 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $50.4K.
iShares Core S&P US Growth ETF made up 0.48% of Axis Wealth Partners's portfolio in Q1 2026, its #62 holding.
Axis Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares Core S&P US Growth ETF position peaked at $1.06M in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.