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

Boyd 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	$851K	Sell	4,525 -187	-4%	-$33.8K	0.32%	29
2026 Q1	$731K	Buy	4,712 +395	+9%	+$65K	0.31%	29
2025 Q4	$725K	Buy	4,317 +117	+3%	+$19.5K	0.31%	29
2025 Q3	$691K	Sell	4,200 -99	-2%	-$15.6K	0.3%	28
2025 Q2	$647K	Buy	4,299 +1,101	+34%	+$149K	0.28%	28
2025 Q1	$406K	Buy	3,198 +760	+31%	+$105K	0.2%	35
2024 Q4	$340K	Sell	2,438 -394	-14%	-$54.1K	0.17%	38
2024 Q3	$374K	Buy	2,832 +383	+16%	+$48.7K	0.19%	36
2024 Q2	$312K	Buy	2,449 +498	+26%	+$59.4K	0.17%	36
2024 Q1	$229K	Buy	+1,951	New	+$217K	0.13%	41
2023 Q4	–	Sell	-3,040	Closed	-$288K	–	42
2023 Q3	$288K	Buy	+3,040	New	+$298K	0.19%	38

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

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

Boyd Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4% in Q2 2026, selling an estimated $33.8K and leaving 4,525 shares worth $851K. The position accounts for 0.32% of the portfolio, ranked #29.

Boyd Wealth Management first reported a position in IUSG in Q3 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Boyd Wealth Management held 4,525 shares of iShares Core S&P US Growth ETF worth $851K as of Q2 2026.
Boyd Wealth Management sold 187 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $33.8K.
iShares Core S&P US Growth ETF made up 0.32% of Boyd Wealth Management's portfolio in Q2 2026, its #29 holding.
Boyd Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.