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

Bernard 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	$2.26K	Hold	12	–	–	﹤0.01%	274
2026 Q1	$1.86K	Hold	12	–	–	﹤0.01%	293
2025 Q4	$2.02K	Hold	12	–	–	﹤0.01%	283
2025 Q3	$1.98K	Buy	+12	New	+$1.89K	﹤0.01%	272

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

Bernard Wealth Management's IUSG Position: Q2 2026 in Review

Bernard Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 12 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Bernard Wealth Management first reported a position in IUSG in Q3 2025 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bernard Wealth Management held 12 shares of iShares Core S&P US Growth ETF worth $2.26K as of Q2 2026.
Bernard Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #274 holding.
Bernard Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 4 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.