DWG
IUSG icon

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

Darden Wealth 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 		$1.89M Sell
10,046
-118
-1% -$21.3K 0.75% 32
2026
Q1 		$1.58M Sell
10,164
-210
-2% -$34.6K 0.8% 28
2025
Q4 		$1.74M Sell
10,374
-264
-2% -$44K 0.85% 23
2025
Q3 		$1.75M Sell
10,638
-526
-5% -$82.6K 0.92% 21
2025
Q2 		$1.68M Sell
11,164
-102
-0.9% -$13.8K 1.01% 19
2025
Q1 		$1.43M Sell
11,266
-220
-2% -$30.4K 1.11% 20
2024
Q4 		$1.6M Sell
11,486
-80
-0.7% -$11K 1.08% 18
2024
Q3 		$1.53M Sell
11,566
-123
-1% -$15.6K 1.09% 19
2024
Q2 		$1.49M Buy
11,689
+128
+1% +$15.3K 0.9% 20
2024
Q1 		$1.36M Buy
11,561
+162
+1% +$18K 1.06% 21
2023
Q4 		$1.19M Buy
+11,399
New +$1.12M 1.14% 20

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Darden Wealth Group's IUSG Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q2 2026, selling an estimated $21.3K and leaving 10,046 shares worth $1.89M. The position accounts for 0.75% of the portfolio, ranked #32.

Darden Wealth Group first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Darden Wealth Group held 10,046 shares of iShares Core S&P US Growth ETF worth $1.89M as of Q2 2026.
  • Darden Wealth Group sold 118 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $21.3K.
  • iShares Core S&P US Growth ETF made up 0.75% of Darden Wealth Group's portfolio in Q2 2026, its #32 holding.
  • Darden Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.