CWM
IUSG icon

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

Connecticut 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 		$606K Buy
3,224
+99
+3% +$17.9K 0.02% 218
2026
Q1 		$485K Buy
3,125
+2
+0.1% +$329 0.02% 233
2025
Q4 		$525K Buy
3,123
+1
+0% +$167 0.02% 225
2025
Q3 		$514K Buy
3,122
+1,122
+56% +$176K 0.02% 232
2025
Q2 		$301K Hold
2,000
– – 0.01% 259
2025
Q1 		$254K Hold
2,000
– – 0.01% 270
2024
Q4 		$279K Hold
2,000
– – 0.01% 233
2024
Q3 		$264K Hold
2,000
– – 0.01% 278
2024
Q2 		$255K Sell
2,000
-46
-2% -$5.49K 0.01% 284
2024
Q1 		$240K Buy
2,046
+46
+2% +$5.12K 0.01% 296
2023
Q4 		$208K Buy
+2,000
New +$197K 0.01% 312

Other funds holding IUSG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Connecticut Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.2% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,224 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #218.

Connecticut Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 524 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Connecticut Wealth Management held 3,224 shares of iShares Core S&P US Growth ETF worth $606K as of Q2 2026.
  • Connecticut Wealth Management bought 99 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Core S&P US Growth ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Connecticut Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 524 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.