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Bulwark Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bulwark Capital’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 		$4M Sell
20,663
-182
-0.9% -$34.5K 2.12% 15
2026
Q2 		$3.92M Buy
20,845
+406
+2% +$73.3K 2.21% 15
2026
Q1 		$3.17M Buy
20,439
+438
+2% +$72.1K 1.95% 15
2025
Q4 		$3.36M Sell
20,001
-100
-0.5% -$16.7K 2.39% 13
2025
Q3 		$3.31M Sell
20,101
-55
-0.3% -$8.64K 2.57% 13
2025
Q2 		$3.03M Buy
+20,156
New +$2.73M 2.55% 14

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 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

Bulwark Capital's IUSG Position: Q3 2026 in Review

Bulwark Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.87% in Q3 2026, selling an estimated $34.5K and leaving 20,663 shares worth $4M. The position accounts for 2.12% of the portfolio, ranked #15.

Bulwark Capital first reported a position in IUSG in Q2 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Bulwark Capital held 20,663 shares of iShares Core S&P US Growth ETF worth $4M as of Q3 2026.
  • Bulwark Capital sold 182 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $34.5K.
  • iShares Core S&P US Growth ETF made up 2.12% of Bulwark Capital's portfolio in Q3 2026, its #15 holding.
  • Bulwark Capital first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.