BCS Wealth Management
IUSG icon

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

BCS 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
Q3 		$2.38M Hold
12,303
– – 0.42% 53
2026
Q2 		$2.31M Buy
12,303
+341
+3% +$61.6K 0.42% 58
2026
Q1 		$1.86M Sell
11,962
-11,962
-50% -$1.97M 0.38% 59
2025
Q4 		$4.02M Buy
+23,924
New +$3.99M 0.41% 55

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BCS Wealth Management's IUSG Position: Q3 2026 in Review

BCS Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 12,303 shares worth $2.38M. The position accounts for 0.42% of the portfolio, ranked #53.

BCS Wealth Management first reported a position in IUSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.02M in Q4 2025. 669 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • BCS Wealth Management held 12,303 shares of iShares Core S&P US Growth ETF worth $2.38M as of Q3 2026.
  • BCS Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.42% of BCS Wealth Management's portfolio in Q3 2026, its #53 holding.
  • BCS Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • BCS Wealth Management's iShares Core S&P US Growth ETF position peaked at $4.02M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.