Concord Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Concord Wealth Partners’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	$114K	Buy	+607	New	+$110K	0.01%	277
2026 Q1	–	Sell	-606	Closed	-$102K	–	495
2025 Q4	$102K	Buy	606 +1	+0.2%	+$167	0.01%	254
2025 Q3	$99.5K	Buy	605 +1	+0.2%	+$157	0.01%	256
2025 Q2	$90.8K	Buy	604 +1	+0.2%	+$136	0.01%	279
2025 Q1	$76.6K	Buy	603 +1	+0.2%	+$138	0.01%	270
2024 Q4	$83.9K	Buy	602 +1	+0.2%	+$137	0.01%	270
2024 Q3	$79.3K	Buy	601 +1	+0.2%	+$127	0.01%	278
2024 Q2	$76.5K	Buy	600 +1	+0.2%	+$119	0.01%	263
2024 Q1	$70.3K	Hold	599	–	–	0.01%	309
2023 Q4	$62.3K	Sell	599 -32	-5%	-$3.15K	0.01%	326
2023 Q3	$59.9K	Buy	631 +37	+6%	+$3.63K	0.01%	356
2023 Q2	$58K	Sell	594 -22	-4%	-$2.02K	0.01%	343
2023 Q1	$54.7K	Sell	616 -338	-35%	-$28.8K	0.02%	331
2022 Q4	$77.8K	Buy	+954	New	+$79.7K	0.02%	290
2022 Q3	–	Sell	-611	Closed	-$51K	–	642
2022 Q2	$51K	Sell	611 -44	-7%	-$4.03K	0.01%	376
2022 Q1	$69K	Buy	655 +47	+8%	+$4.88K	0.02%	369
2021 Q4	$70K	Buy	608 +585	+2,543%	+$65.2K	0.02%	384
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	755
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	891
2021 Q1	$2K	Sell	23 -1,547	-99%	-$139K	﹤0.01%	828
2020 Q4	$139K	Buy	+1,570	New	+$132K	0.11%	104

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 $103B AUM 28.65% 1-Year Est. Return

Concord Wealth Partners's IUSG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 607 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IUSG as recently as Q4 2025.

Concord Wealth Partners first reported a position in IUSG in Q4 2020 and has held it in 21 quarters since. The position peaked at $139K in Q4 2020. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Concord Wealth Partners held 607 shares of iShares Core S&P US Growth ETF worth $114K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #277 holding.
Concord Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's iShares Core S&P US Growth ETF position peaked at $139K in Q4 2020.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.