Boyd Wealth Management
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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
Q3 		$1.04M Buy
5,366
+841
+19% +$159K 0.36% 27
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Boyd Wealth Management's IUSG Position: Q3 2026 in Review

Boyd Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q3 2026, buying an estimated $159K and bringing the position to 5,366 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #27.

Boyd Wealth Management first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 306 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Boyd Wealth Management held 5,366 shares of iShares Core S&P US Growth ETF worth $1.04M as of Q3 2026.
  • Boyd Wealth Management bought 841 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $159K.
  • iShares Core S&P US Growth ETF made up 0.36% of Boyd Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Boyd Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.