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

Cannon Wealth Management Services’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	$224K	Buy	+1,192	New	+$215K	0.12%	86
2026 Q1	–	Sell	-1,370	Closed	-$230K	–	87
2025 Q4	$230K	Buy	1,370 +48	+4%	+$8.01K	0.16%	76
2025 Q3	$217K	Sell	1,322 -30	-2%	-$4.71K	0.16%	76
2025 Q2	$203K	Buy	+1,352	New	+$183K	0.17%	78
2024 Q4	–	Sell	-2,364	Closed	-$312K	–	83
2024 Q3	$312K	Buy	+2,364	New	+$301K	0.29%	58

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 22.96% 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

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

Cannon Wealth Management Services's IUSG Position: Q2 2026 in Review

Cannon Wealth Management Services opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,192 shares worth $224K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings. This is a return to the name: Cannon Wealth Management Services previously reported a position in IUSG as recently as Q4 2025.

Cannon Wealth Management Services first reported a position in IUSG in Q3 2024 and has held it in 5 quarters since. The position peaked at $312K in Q3 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Cannon Wealth Management Services held 1,192 shares of iShares Core S&P US Growth ETF worth $224K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Cannon Wealth Management Services position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.12% of Cannon Wealth Management Services's portfolio in Q2 2026, its #86 holding.
Cannon Wealth Management Services first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 5 quarters since.
Cannon Wealth Management Services's iShares Core S&P US Growth ETF position peaked at $312K in Q3 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.