Consilio Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Consilio Wealth Advisors’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	$1M	Buy	5,327 +1	+0%	+$181	0.24%	42
2026 Q1	$826K	Sell	5,326 -217	-4%	-$35.7K	0.24%	40
2025 Q4	$931K	Buy	5,543 +1	+0%	+$167	0.27%	37
2025 Q3	$912K	Hold	5,542	–	–	0.3%	34
2025 Q2	$829K	Sell	5,542 -11	-0.2%	-$1.49K	0.3%	33
2025 Q1	$706K	Buy	5,553 +7	+0.1%	+$968	0.29%	33
2024 Q4	$773K	Sell	5,546 -15	-0.3%	-$2.06K	0.32%	31
2024 Q3	$734K	Buy	5,561 +5	+0.1%	+$636	0.3%	34
2024 Q2	$708K	Buy	5,556 +6	+0.1%	+$716	0.32%	32
2024 Q1	$650K	Buy	5,550 +5	+0.1%	+$556	0.3%	30
2023 Q4	$577K	Sell	5,545 -32	-0.6%	-$3.15K	0.29%	33
2023 Q3	$524K	Buy	5,577 +1	+0%	+$98	0.3%	33
2023 Q2	$544K	Sell	5,576 -3	-0.1%	-$275	0.3%	36
2023 Q1	$495K	Sell	5,579 -588	-10%	-$50.1K	0.28%	38
2022 Q4	$503K	Sell	6,167 -530	-8%	-$44.3K	0.32%	33
2022 Q3	$537K	Sell	6,697 -311	-4%	-$28K	0.42%	32
2022 Q2	$587K	Buy	7,008 +1	+0%	+$92	0.48%	28
2022 Q1	$740K	Sell	7,007 -158	-2%	-$16.4K	0.58%	27
2021 Q4	$830K	Buy	+7,165	New	+$799K	0.64%	30

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

Consilio Wealth Advisors's IUSG Position: Q2 2026 in Review

Consilio Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2026, buying an estimated $181 and bringing the position to 5,327 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #42.

Consilio Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Consilio Wealth Advisors held 5,327 shares of iShares Core S&P US Growth ETF worth $1M as of Q2 2026.
Consilio Wealth Advisors bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
iShares Core S&P US Growth ETF made up 0.24% of Consilio Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Consilio Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.