BWM
IUSG icon

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

Birchcreek 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
Q1 		$18.4M Buy
118,649
+549
+0.5% +$90.4K 8.86% 3
2025
Q4 		$19.8M Sell
118,100
-2,374
-2% -$396K 9.74% 3
2025
Q3 		$19.8M Buy
120,474
+3,292
+3% +$517K 10.24% 2
2025
Q2 		$17.6M Buy
117,182
+4,580
+4% +$621K 9.98% 2
2025
Q1 		$14.3M Buy
112,602
+9,994
+10% +$1.38M 9.03% 2
2024
Q4 		$14.3M Sell
102,608
-1,530
-1% -$210K 8.98% 2
2024
Q3 		$13.7M Sell
104,138
-163
-0.2% -$20.7K 9% 2
2024
Q2 		$13.3M Sell
104,301
-2,608
-2% -$311K 7.49% 1
2024
Q1 		$12.5M Buy
106,909
+1,401
+1% +$156K 6.59% 1
2023
Q4 		$11M Buy
105,508
+2,105
+2% +$207K 6.57% 1
2023
Q3 		$9.81M Buy
103,403
+14,914
+17% +$1.46M 6.65% 1
2023
Q2 		$8.64M Buy
88,489
+15,471
+21% +$1.42M 6.03% 1
2023
Q1 		$6.48M Buy
73,018
+13,433
+23% +$1.14M 5.13% 1
2022
Q4 		$4.86M Buy
59,585
+2,332
+4% +$195K 4.32% 2
2022
Q3 		$4.59M Buy
57,253
+1,788
+3% +$161K 4.26% 3
2022
Q2 		$4.64M Buy
55,465
+15,443
+39% +$1.42M 4.17% 3
2022
Q1 		$4.23M Buy
40,022
+5,664
+16% +$588K 3.75% 4
2021
Q4 		$3.97M Buy
34,358
+2,871
+9% +$320K 3.47% 5
2021
Q3 		$3.23M Sell
31,487
-603
-2% -$63.7K 3.01% 7
2021
Q2 		$3.24M Buy
32,090
+1,971
+7% +$190K 3.12% 7
2021
Q1 		$2.73M Buy
30,119
+3,159
+12% +$285K 2.89% 7
2020
Q4 		$2.39M Buy
+26,960
New +$2.27M 2.35% 9

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 $377B 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 $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
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return

Birchcreek Wealth Management's IUSG Position: Q1 2026 in Review

Birchcreek Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.46% in Q1 2026, buying an estimated $90.4K and bringing the position to 118,649 shares worth $18.4M. The position accounts for 8.86% of the portfolio, ranked #3.

Birchcreek Wealth Management first reported a position in IUSG in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.8M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Birchcreek Wealth Management held 118,649 shares of iShares Core S&P US Growth ETF worth $18.4M as of Q1 2026.
  • Birchcreek Wealth Management bought 549 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $90.4K.
  • iShares Core S&P US Growth ETF made up 8.86% of Birchcreek Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's iShares Core S&P US Growth ETF position peaked at $19.8M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.