Bernardo Wealth Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bernardo Wealth Planning’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	$284K	Hold	1,512	–	–	0.05%	112
2026 Q1	$235K	Sell	1,512 -547	-27%	-$90K	0.05%	115
2025 Q4	$346K	Hold	2,059	–	–	0.07%	95
2025 Q3	$339K	Hold	2,059	–	–	0.07%	93
2025 Q2	$310K	Hold	2,059	–	–	0.07%	92
2025 Q1	$262K	Buy	2,059 +15	+0.7%	+$2.07K	0.06%	99
2024 Q4	$283K	Hold	2,044	–	–	0.07%	91
2024 Q3	$273K	Hold	2,044	–	–	0.07%	90
2024 Q2	$261K	Hold	2,044	–	–	0.07%	85
2024 Q1	$240K	Hold	2,044	–	–	0.07%	90
2023 Q4	$213K	Buy	+2,044	New	+$201K	0.07%	83
2022 Q2	–	Sell	-2,044	Closed	-$215K	–	89
2022 Q1	$215K	Hold	2,044	–	–	0.11%	79
2021 Q4	$236K	Hold	2,044	–	–	0.12%	75
2021 Q3	$209K	Hold	2,044	–	–	0.12%	72
2021 Q2	$206K	Buy	+2,044	New	+$197K	0.12%	71

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

Bernardo Wealth Planning's IUSG Position: Q2 2026 in Review

Bernardo Wealth Planning held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,512 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #112.

Bernardo Wealth Planning first reported a position in IUSG in Q2 2021 and has held it in 15 quarters since. The position peaked at $346K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bernardo Wealth Planning held 1,512 shares of iShares Core S&P US Growth ETF worth $284K as of Q2 2026.
Bernardo Wealth Planning left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #112 holding.
Bernardo Wealth Planning first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 15 quarters since.
Bernardo Wealth Planning's iShares Core S&P US Growth ETF position peaked at $346K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.