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

CreativeOne Wealth’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	$288K	Sell	1,531 -1,561	-50%	-$282K	0.01%	1008
2026 Q1	$480K	Buy	3,092 +1,873	+154%	+$308K	0.01%	820
2025 Q4	$205K	Sell	1,219 -1,428	-54%	-$238K	0.01%	1118
2025 Q3	$436K	Buy	2,647 +20	+0.8%	+$3.14K	0.01%	814
2025 Q2	$395K	Buy	2,627 +179	+7%	+$24.3K	0.01%	824
2025 Q1	$311K	Sell	2,448 -594	-20%	-$82.1K	0.01%	855
2024 Q4	$424K	Buy	3,042 +1,014	+50%	+$139K	0.01%	749
2024 Q3	$268K	Buy	+2,028	New	+$258K	0.01%	809

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

CreativeOne Wealth's IUSG Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 50% in Q2 2026, selling an estimated $282K and leaving 1,531 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1008.

CreativeOne Wealth first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. The position peaked at $480K in Q1 2026. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

CreativeOne Wealth held 1,531 shares of iShares Core S&P US Growth ETF worth $288K as of Q2 2026.
CreativeOne Wealth sold 1,561 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $282K.
iShares Core S&P US Growth ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1008 holding.
CreativeOne Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
CreativeOne Wealth's iShares Core S&P US Growth ETF position peaked at $480K in Q1 2026.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.