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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Collaborative Wealth Management's IUSG Position: Q1 2026 in Review

Collaborative Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,760 shares — an estimated $296K sold.

Collaborative Wealth Management first reported a position in IUSG in Q1 2021 and held it in 12 quarters. The position peaked at $686K in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Collaborative Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Collaborative Wealth Management sold 1,760 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $296K.
Collaborative Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 12 quarters.
Collaborative Wealth Management's iShares Core S&P US Growth ETF position peaked at $686K in Q4 2021.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.