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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
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

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 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

Catalyst Private Wealth's IUSG Position: Q2 2026 in Review

Catalyst Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.5% in Q2 2026, selling an estimated $61.1K and leaving 9,438 shares worth $1.78M. The position accounts for 0.86% of the portfolio, ranked #26.

Catalyst Private Wealth first reported a position in IUSG in Q3 2020 and has held it in 9 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Catalyst Private Wealth held 9,438 shares of iShares Core S&P US Growth ETF worth $1.78M as of Q2 2026.
  • Catalyst Private Wealth sold 338 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $61.1K.
  • iShares Core S&P US Growth ETF made up 0.86% of Catalyst Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Catalyst Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 9 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.