BWA
IUSG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return