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

Beam 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	$2.16M	Sell	11,491 -1,737	-13%	-$314K	0.48%	49
2026 Q1	$2.05M	Sell	13,228 -6,588	-33%	-$1.08M	0.51%	49
2025 Q4	$3.33M	Sell	19,816 -252	-1%	-$42K	0.91%	26
2025 Q3	$3.3M	Sell	20,068 -4,441	-18%	-$698K	0.9%	29
2025 Q2	$3.69M	Sell	24,509 -2,290	-9%	-$310K	1.1%	21
2025 Q1	$3.41M	Sell	26,799 -84	-0.3%	-$11.6K	1.15%	20
2024 Q4	$3.75M	Sell	26,883 -2,662	-9%	-$365K	1.19%	21
2024 Q3	$3.9M	Buy	29,545 +8,096	+38%	+$1.03M	1.18%	19
2024 Q2	$2.73M	Buy	+21,449	New	+$2.56M	0.91%	26

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $104B AUM 28.3% 1-Year Est. Return

Beam Wealth Advisors's IUSG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, selling an estimated $314K and leaving 11,491 shares worth $2.16M. The position accounts for 0.48% of the portfolio, ranked #49.

Beam Wealth Advisors first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.9M in Q3 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Beam Wealth Advisors held 11,491 shares of iShares Core S&P US Growth ETF worth $2.16M as of Q2 2026.
Beam Wealth Advisors sold 1,737 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $314K.
iShares Core S&P US Growth ETF made up 0.48% of Beam Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Beam Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $3.9M in Q3 2024.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.