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

Crux 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	$381K	Buy	2,024 +2	+0.1%	+$361	0.13%	139
2026 Q1	$314K	Buy	2,022 +3	+0.1%	+$494	0.12%	142
2025 Q4	$339K	Buy	2,019 +3	+0.1%	+$500	0.13%	135
2025 Q3	$332K	Buy	2,016 +3	+0.1%	+$471	0.13%	135
2025 Q2	$303K	Buy	2,013 +3	+0.1%	+$407	0.13%	139
2025 Q1	$255K	Buy	2,010 +3	+0.1%	+$415	0.13%	154
2024 Q4	$280K	Buy	+2,007	New	+$275K	0.16%	131

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

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

Crux Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q2 2026, buying an estimated $361 and bringing the position to 2,024 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #139.

Crux Wealth Advisors first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Crux Wealth Advisors held 2,024 shares of iShares Core S&P US Growth ETF worth $381K as of Q2 2026.
Crux Wealth Advisors bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.13% of Crux Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Crux Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.