Caliber Wealth Management (Kansas)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Caliber Wealth Management (Kansas)’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	$3.55M	Sell	18,869 -201	-1%	-$36.3K	0.34%	60
2026 Q1	$2.96M	Sell	19,070 -961	-5%	-$158K	0.32%	66
2025 Q4	$3.36M	Sell	20,031 -628	-3%	-$105K	0.36%	52
2025 Q3	$3.4M	Sell	20,659 -1,306	-6%	-$205K	0.38%	52
2025 Q2	$3.3M	Sell	21,965 -1,117	-5%	-$151K	0.36%	58
2025 Q1	$2.93M	Buy	+23,082	New	+$3.19M	0.4%	63

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

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s IUSG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, selling an estimated $36.3K and leaving 18,869 shares worth $3.55M. The position accounts for 0.34% of the portfolio, ranked #60.

Caliber Wealth Management (Kansas) first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Caliber Wealth Management (Kansas) held 18,869 shares of iShares Core S&P US Growth ETF worth $3.55M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 201 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $36.3K.
iShares Core S&P US Growth ETF made up 0.34% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #60 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
367 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.