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

Calamos 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	$785K	Hold	4,171	–	–	0.02%	249
2026 Q1	$647K	Hold	4,171	–	–	0.02%	263
2025 Q4	$700K	Hold	4,171	–	–	0.02%	235
2025 Q3	$686K	Hold	4,171	–	–	0.02%	231
2025 Q2	$627K	Hold	4,171	–	–	0.03%	214
2025 Q1	$530K	Hold	4,171	–	–	0.03%	202
2024 Q4	$581K	Buy	4,171 +52	+1%	+$7.14K	0.03%	201
2024 Q3	$543K	Buy	4,119 +1,450	+54%	+$184K	0.03%	210
2024 Q2	$340K	Hold	2,669	–	–	0.02%	239
2024 Q1	$313K	Hold	2,669	–	–	0.02%	247
2023 Q4	$278K	Hold	2,669	–	–	0.02%	253
2023 Q3	$253K	Hold	2,669	–	–	0.02%	278
2023 Q2	$261K	Hold	2,669	–	–	0.02%	273
2023 Q1	$237K	Hold	2,669	–	–	0.02%	281
2022 Q4	$218K	Hold	2,669	–	–	0.02%	295
2022 Q3	$214K	Hold	2,669	–	–	0.02%	291
2022 Q2	$223K	Hold	2,669	–	–	0.02%	293
2022 Q1	$282K	Hold	2,669	–	–	0.02%	287
2021 Q4	$309K	Hold	2,669	–	–	0.02%	283
2021 Q3	$273K	Buy	2,669 +475	+22%	+$50.2K	0.02%	292
2021 Q2	$222K	Buy	+2,194	New	+$211K	0.02%	306
2017 Q2	–	Sell	-12,025	Closed	-$558K	–	231
2017 Q1	$558K	Buy	+12,025	New	+$544K	0.08%	175
2016 Q1	–	Sell	-73,974	Closed	-$3M	–	254
2015 Q4	$3M	Buy	+73,974	New	+$3.01M	0.6%	44
2015 Q1	–	Sell	-20,046	Closed	-$785K	–	242
2014 Q4	$785K	Buy	+20,046	New	+$766K	0.23%	148

Other funds holding IUSG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Calamos Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,171 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #249.

Calamos Wealth Management first reported a position in IUSG in Q4 2014 and has held it in 24 quarters since. The position peaked at $3M in Q4 2015. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Calamos Wealth Management held 4,171 shares of iShares Core S&P US Growth ETF worth $785K as of Q2 2026.
Calamos 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 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #249 holding.
Calamos Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and has held it in 24 quarters since.
Calamos Wealth Management's iShares Core S&P US Growth ETF position peaked at $3M in Q4 2015.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.