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

Balboa 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
Q2 		$251K Buy
1,333
+14
+1% +$2.53K 0.03% 386
2026
Q1 		$205K Hold
1,319
– – 0.03% 393
2025
Q4 		$222K Hold
1,319
– – 0.04% 357
2025
Q3 		$217K Buy
+1,319
New +$207K 0.04% 338

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

Balboa Wealth Partners's IUSG Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, buying an estimated $2.53K and bringing the position to 1,333 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #386.

Balboa Wealth Partners first reported a position in IUSG in Q3 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Balboa Wealth Partners held 1,333 shares of iShares Core S&P US Growth ETF worth $251K as of Q2 2026.
  • Balboa Wealth Partners bought 14 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Core S&P US Growth ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #386 holding.
  • Balboa Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.