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

Axxcess 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	$826K	Buy	+4,392	New	+$793K	0.01%	574
2026 Q1	–	Sell	-6,809	Closed	-$1.14M	–	702
2025 Q4	$1.14M	Sell	6,809 -2,383	-26%	-$397K	0.02%	484
2025 Q3	$1.51M	Sell	9,192 -2,340	-20%	-$368K	0.03%	370
2025 Q2	$1.73M	Buy	11,532 +9,425	+447%	+$1.28M	0.04%	312
2025 Q1	$268K	Buy	2,107 +202	+11%	+$27.9K	0.01%	718
2024 Q4	$265K	Sell	1,905 -50	-3%	-$6.86K	0.01%	710
2024 Q3	$258K	Buy	1,955 +252	+15%	+$32K	0.01%	742
2024 Q2	$217K	Buy	+1,703	New	+$203K	0.01%	767

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

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

Axxcess Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 4,392 shares worth $826K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IUSG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IUSG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q2 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Axxcess Wealth Management held 4,392 shares of iShares Core S&P US Growth ETF worth $826K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #574 holding.
Axxcess Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.73M in Q2 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.