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

Bullock 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	$5.25K	Hold	28	–	–	﹤0.01%	500
2026 Q1	$4.4K	Hold	28	–	–	﹤0.01%	512
2025 Q4	$4.7K	Sell	28 -125	-82%	-$20.9K	﹤0.01%	476
2025 Q3	$25.3K	Hold	153	–	–	0.01%	320
2025 Q2	$22.8K	Hold	153	–	–	0.01%	307
2025 Q1	$19.6K	Hold	153	–	–	0.01%	311
2024 Q4	$21.3K	Hold	153	–	–	0.01%	316
2024 Q3	$19.9K	Hold	153	–	–	0.01%	310
2024 Q2	$19.6K	Hold	153	–	–	0.01%	304
2024 Q1	$18K	Buy	+153	New	+$17K	0.01%	311

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 22.9% 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

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

Bullock Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 28 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Bullock Wealth Management first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.3K in Q3 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bullock Wealth Management held 28 shares of iShares Core S&P US Growth ETF worth $5.25K as of Q2 2026.
Bullock 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 ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #500 holding.
Bullock Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Core S&P US Growth ETF position peaked at $25.3K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.