CWA Asset Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

CWA Asset Management Group’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	$385K	Hold	2,048	–	–	0.01%	543
2026 Q1	$318K	Hold	2,048	–	–	0.01%	556
2025 Q4	$344K	Buy	2,048 +31	+2%	+$5.17K	0.01%	521
2025 Q3	$332K	Hold	2,017	–	–	0.01%	540
2025 Q2	$303K	Buy	+2,017	New	+$273K	0.01%	537

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

CWA Asset Management Group's IUSG Position: Q2 2026 in Review

CWA Asset Management Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,048 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #543.

CWA Asset Management Group first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

CWA Asset Management Group held 2,048 shares of iShares Core S&P US Growth ETF worth $385K as of Q2 2026.
CWA Asset Management Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #543 holding.
CWA Asset Management Group first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.