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IUSG icon

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

Bright Futures 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 		$666K Hold
3,540
– – 0.43% 78
2026
Q1 		$549K Buy
3,540
+1
+0% +$165 0.38% 82
2025
Q4 		$594K Buy
3,539
+1
+0% +$167 0.44% 74
2025
Q3 		$582K Buy
+3,538
New +$556K 0.45% 73
2025
Q1 		$430K Buy
3,646
+1
+0% +$138 0.47% 66
2024
Q4 		$519K Sell
3,645
-345
-9% -$47.4K 0.46% 62
2024
Q3 		$538K Buy
3,990
+2
+0.1% +$254 0.26% 109
2024
Q2 		$482K Sell
3,988
-208
-5% -$24.8K 0.26% 111
2024
Q1 		$539K Buy
+4,196
New +$467K 0.29% 98

Other funds holding IUSG

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

Bright Futures Wealth Management's IUSG Position: Q2 2026 in Review

Bright Futures Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,540 shares worth $666K. The position accounts for 0.43% of the portfolio, ranked #78.

Bright Futures Wealth Management first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Bright Futures Wealth Management held 3,540 shares of iShares Core S&P US Growth ETF worth $666K as of Q2 2026.
  • Bright Futures 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 0.43% of Bright Futures Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Bright Futures Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.