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

Barnes Dennig Private 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 		$1.72M Buy
9,157
+658
+8% +$119K 1.38% 18
2026
Q1 		$1.32M Buy
8,499
+61
+0.7% +$10K 1.31% 21
2025
Q4 		$1.42M Buy
8,438
+1,614
+24% +$269K 1.42% 21
2025
Q3 		$1.12M Buy
6,824
+330
+5% +$51.8K 1.21% 24
2025
Q2 		$977K Buy
+6,494
New +$880K 1.17% 23

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Barnes Dennig Private Wealth Management's IUSG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.7% in Q2 2026, buying an estimated $119K and bringing the position to 9,157 shares worth $1.72M. The position accounts for 1.38% of the portfolio, ranked #18.

Barnes Dennig Private Wealth Management first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 9,157 shares of iShares Core S&P US Growth ETF worth $1.72M as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 658 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $119K.
  • iShares Core S&P US Growth ETF made up 1.38% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.