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

Cassaday & Co 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 		$184K Sell
978
-51
-5% -$9.21K ﹤0.01% 367
2026
Q1 		$160K Buy
+1,029
New +$169K ﹤0.01% 366

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cassaday & Co Wealth Management's IUSG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5% in Q2 2026, selling an estimated $9.21K and leaving 978 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Cassaday & Co Wealth Management first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cassaday & Co Wealth Management held 978 shares of iShares Core S&P US Growth ETF worth $184K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 51 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.21K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.