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Canvas Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Canvas Wealth Advisors’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 		$19.1M Buy
101,556
+2,156
+2% +$389K 2.66% 9
2026
Q1 		$15.4M Sell
99,400
-1,556
-2% -$256K 2.62% 10
2025
Q4 		$17M Sell
100,956
-296
-0.3% -$49.4K 2.88% 11
2025
Q3 		$16.7M Sell
101,252
-10,339
-9% -$1.62M 3.04% 12
2025
Q2 		$17.4M Buy
111,591
+2,430
+2% +$329K 3.43% 8
2025
Q1 		$13.2M Sell
109,161
-583
-0.5% -$80.6K 3.39% 7
2024
Q4 		$15.3M Buy
109,744
+2,145
+2% +$294K 3.84% 6
2024
Q3 		$14.2M Sell
107,599
-1,464
-1% -$186K 3.92% 5
2024
Q2 		$13.4M Sell
109,063
-3,200
-3% -$382K 4.14% 6
2024
Q1 		$12.7M Sell
112,263
-10,292
-8% -$1.14M 4.26% 6
2023
Q4 		$12.8M Buy
122,555
+5,005
+4% +$493K 4.67% 6
2023
Q3 		$11M Sell
117,550
-7,652
-6% -$751K 4.53% 6
2023
Q2 		$12.5M Sell
125,202
-1,315
-1% -$121K 4.63% 6
2023
Q1 		$11.3M Buy
126,517
+12,408
+11% +$1.06M 4.75% 5
2022
Q4 		$9.44M Buy
114,109
+52,896
+86% +$4.42M 3.95% 7
2022
Q3 		$5.14M Buy
61,213
+4,304
+8% +$388K 2.19% 11
2022
Q2 		$4.76M Buy
56,909
+27,175
+91% +$2.49M 1.92% 10
2022
Q1 		$2.8M Buy
29,734
+1,193
+4% +$124K 1.02% 25
2021
Q4 		$3.3M Sell
28,541
-1,208
-4% -$135K 1.19% 19
2021
Q3 		$3.05M Sell
29,749
-3,395
-10% -$359K 1.24% 19
2021
Q2 		$3.35M Sell
33,144
-348
-1% -$33.5K 1.5% 18
2021
Q1 		$3.21M Buy
+33,492
New +$3.02M 1.87% 14

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Canvas Wealth Advisors's IUSG Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.2% in Q2 2026, buying an estimated $389K and bringing the position to 101,556 shares worth $19.1M. The position accounts for 2.66% of the portfolio, ranked #9.

Canvas Wealth Advisors first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 176 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Canvas Wealth Advisors held 101,556 shares of iShares Core S&P US Growth ETF worth $19.1M as of Q2 2026.
  • Canvas Wealth Advisors bought 2,156 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $389K.
  • iShares Core S&P US Growth ETF made up 2.66% of Canvas Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.