Beacon Harbor Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Beacon Harbor Wealth Advisors’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	$428K	Hold	2,314	–	–	0.08%	60
2026 Q1	$359K	Hold	2,314	–	–	0.08%	60
2025 Q4	$389K	Hold	2,314	–	–	0.09%	60
2025 Q3	$381K	Hold	2,314	–	–	0.09%	60
2025 Q2	$348K	Hold	2,314	–	–	0.09%	61
2025 Q1	$294K	Hold	2,314	–	–	0.07%	61
2024 Q4	$322K	Hold	2,314	–	–	0.08%	62
2024 Q3	$305K	Buy	+2,314	New	+$294K	0.07%	60

Other funds holding IUSG

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

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 $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IUSG Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,314 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #60.

Beacon Harbor Wealth Advisors first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Beacon Harbor Wealth Advisors held 2,314 shares of iShares Core S&P US Growth ETF worth $428K as of Q2 2026.
Beacon Harbor Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.08% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Beacon Harbor Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.