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

Collaborative 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	$365K	Buy	+1,941	New	+$351K	0.15%	98
2026 Q1	–	Sell	-1,760	Closed	-$296K	–	196
2025 Q4	$296K	Sell	1,760 -25	-1%	-$4.17K	0.1%	165
2025 Q3	$294K	Buy	1,785 +40	+2%	+$6.28K	0.12%	149
2025 Q2	$262K	Buy	+1,745	New	+$237K	0.11%	149
2025 Q1	–	Sell	-1,707	Closed	-$238K	–	175
2024 Q4	$238K	Hold	1,707	–	–	0.11%	156
2024 Q3	$225K	Sell	1,707 -12	-0.7%	-$1.53K	0.1%	158
2024 Q2	$219K	Hold	1,719	–	–	0.11%	155
2024 Q1	$201K	Buy	+1,719	New	+$191K	0.1%	163
2023 Q1	–	Sell	-2,463	Closed	-$201K	–	168
2022 Q4	$201K	Sell	2,463 -132	-5%	-$11K	0.13%	166
2022 Q3	$208K	Sell	2,595 -569	-18%	-$51.2K	0.15%	157
2022 Q2	$265K	Buy	+3,164	New	+$290K	0.17%	152
2021 Q4	$686K	Buy	+5,935	New	+$662K	0.38%	88
2021 Q1	$551K	Buy	+5,219	New	+$470K	0.32%	100

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

Collaborative Wealth Management's IUSG Position: Q2 2026 in Review

Collaborative Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,941 shares worth $365K. The stake represents 0.15% of the portfolio and ranks #98 among its holdings. This is a return to the name: Collaborative Wealth Management previously reported a position in IUSG as recently as Q4 2025.

Collaborative Wealth Management first reported a position in IUSG in Q1 2021 and has held it in 13 quarters since. The position peaked at $686K in Q4 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Collaborative Wealth Management held 1,941 shares of iShares Core S&P US Growth ETF worth $365K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Collaborative Wealth Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.15% of Collaborative Wealth Management's portfolio in Q2 2026, its #98 holding.
Collaborative Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 13 quarters since.
Collaborative Wealth Management's iShares Core S&P US Growth ETF position peaked at $686K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.