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

Beaird Harris 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 		$15.8K Buy
+84
New +$15.2K ﹤0.01% 356
2024
Q3 		– Sell
-114
Closed -$12.9K – 623
2024
Q2 		$12.9K Hold
114
– – ﹤0.01% 349
2024
Q1 		$12.9K Hold
114
– – ﹤0.01% 314
2023
Q4 		$0 Hold
114
– – ﹤0.01% 615
2023
Q3 		$9.01K Hold
114
– – ﹤0.01% 278
2023
Q2 		$9.01K Hold
114
– – ﹤0.01% 275
2023
Q1 		$9.01K Hold
114
– – ﹤0.01% 276
2022
Q4 		$9.01K Hold
114
– – ﹤0.01% 338
2022
Q3 		$9K Buy
+114
New +$10.3K ﹤0.01% 290
2022
Q2 		– Sell
-114
Closed -$9K – 506
2022
Q1 		$9K Hold
114
– – ﹤0.01% 347
2021
Q4 		$9K Buy
+114
New +$12.7K ﹤0.01% 415

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Beaird Harris Wealth Management's IUSG Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 84 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in IUSG as recently as Q2 2024.

Beaird Harris Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Beaird Harris Wealth Management held 84 shares of iShares Core S&P US Growth ETF worth $15.8K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.