Catalyst Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Catalyst Private Wealth’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 Q3	$1.74M	Sell	8,980 -458	-5%	-$86.7K	0.73%	30
2026 Q2	$1.78M	Sell	9,438 -338	-3%	-$61.1K	0.86%	26
2026 Q1	$1.52M	Buy	9,776 +2,159	+28%	+$355K	0.82%	26
2025 Q4	$1.28M	Sell	7,617 -255	-3%	-$42.5K	0.56%	31
2025 Q3	$1.3M	Sell	7,872 -588	-7%	-$92.4K	0.57%	30
2025 Q2	$1.27M	Buy	8,460 +4,550	+116%	+$617K	0.57%	29
2025 Q1	$497K	Buy	3,910 +2,254	+136%	+$312K	0.24%	46
2024 Q4	$231K	Buy	1,656 +3	+0.2%	+$412	0.1%	78
2024 Q3	$218K	Buy	+1,653	New	+$210K	0.11%	77
2020 Q4	–	Sell	-621	Closed	-$50K	–	165
2020 Q3	$50K	Buy	+621	New	+$48.6K	0.05%	117

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Catalyst Private Wealth's IUSG Position: Q3 2026 in Review

Catalyst Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.9% in Q3 2026, selling an estimated $86.7K and leaving 8,980 shares worth $1.74M. The position accounts for 0.73% of the portfolio, ranked #30.

Catalyst Private Wealth first reported a position in IUSG in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2026. 400 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Catalyst Private Wealth held 8,980 shares of iShares Core S&P US Growth ETF worth $1.74M as of Q3 2026.
Catalyst Private Wealth sold 458 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $86.7K.
iShares Core S&P US Growth ETF made up 0.73% of Catalyst Private Wealth's portfolio in Q3 2026, its #30 holding.
Catalyst Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 10 quarters since.
Catalyst Private Wealth's iShares Core S&P US Growth ETF position peaked at $1.78M in Q2 2026.
400 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.