BC
IUSG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Bulwark Capital's IUSG Position: Q2 2026 in Review

Bulwark Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 2% in Q2 2026, buying an estimated $73.3K and bringing the position to 20,845 shares worth $3.92M. The position accounts for 2.21% of the portfolio, ranked #15.

Bulwark Capital first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Bulwark Capital held 20,845 shares of iShares Core S&P US Growth ETF worth $3.92M as of Q2 2026.
  • Bulwark Capital bought 406 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $73.3K.
  • iShares Core S&P US Growth ETF made up 2.21% of Bulwark Capital's portfolio in Q2 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 5 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.