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

Castle Rock 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	$307K	Buy	1,638 +2	+0.1%	+$361	0.06%	224
2026 Q1	$257K	Buy	1,636 +2	+0.1%	+$329	0.06%	235
2025 Q4	$271K	Buy	1,634 +2	+0.1%	+$334	0.06%	228
2025 Q3	$270K	Buy	1,632 +3	+0.2%	+$471	0.06%	221
2025 Q2	$251K	Buy	1,629 +2	+0.1%	+$271	0.06%	224
2025 Q1	$208K	Buy	1,627 +2	+0.1%	+$277	0.06%	220
2024 Q4	$237K	Sell	1,625 -73	-4%	-$10K	0.06%	217
2024 Q3	$223K	Buy	1,698 +4	+0.2%	+$509	0.05%	231
2024 Q2	$218K	Buy	+1,694	New	+$202K	0.05%	229
2022 Q2	–	Sell	-2,013	Closed	-$204K	–	229
2022 Q1	$204K	Buy	2,013 +3	+0.1%	+$312	0.09%	227
2021 Q4	$205K	Buy	2,010 +3	+0.1%	+$334	0.08%	235
2021 Q3	$230K	Buy	2,007 +2	+0.1%	+$211	0.08%	238
2021 Q2	$211K	Buy	+2,005	New	+$193K	0.08%	238

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

Castle Rock Wealth Management's IUSG Position: Q2 2026 in Review

Castle Rock Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $361 and bringing the position to 1,638 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #224.

Castle Rock Wealth Management first reported a position in IUSG in Q2 2021 and has held it in 13 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Castle Rock Wealth Management held 1,638 shares of iShares Core S&P US Growth ETF worth $307K as of Q2 2026.
Castle Rock Wealth Management bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.06% of Castle Rock Wealth Management's portfolio in Q2 2026, its #224 holding.
Castle Rock Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 13 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.