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Denver PWM’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Denver PWM’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 		$575K Buy
2,960
+3
+0.1% +$542 0.19% 52
2026
Q1 		$549K Sell
2,957
-3,977
-57% -$655K 0.19% 52
2025
Q4 		$1.04M Hold
6,934
– – 0.35% 37
2025
Q3 		$1.04M Hold
6,934
– – 0.33% 38
2025
Q2 		$1.04M Sell
6,934
-130
-2% -$17.6K 0.33% 38
2025
Q1 		$898K Sell
7,064
-419
-6% -$57.9K 0.32% 39
2024
Q4 		$1.04M Buy
7,483
+113
+2% +$15.5K 0.4% 32
2024
Q3 		$972K Sell
7,370
-626
-8% -$79.6K 0.37% 32
2024
Q2 		$1.02M Sell
7,996
-135
-2% -$16.1K 0.41% 32
2024
Q1 		$942K Sell
8,131
-777
-9% -$86.4K 0.36% 41
2023
Q4 		$902K Sell
8,908
-687
-7% -$67.7K 0.42% 37
2023
Q3 		$909K Sell
9,595
-154
-2% -$15.1K 0.38% 47
2023
Q2 		$950K Sell
9,749
-683
-7% -$62.6K 0.39% 47
2023
Q1 		$937K Sell
10,432
-6,011
-37% -$512K 0.41% 46
2022
Q4 		$1.34M Buy
16,443
+12,792
+350% +$1.07M 0.64% 40
2022
Q3 		$300K Buy
+3,651
New +$329K 0.17% 71
2022
Q2 		– Sell
-1,906
Closed -$202K – 96
2022
Q1 		$202K Sell
1,906
-165
-8% -$17.1K 0.08% 89
2021
Q4 		$241K Sell
2,071
-327
-14% -$36.5K 0.09% 89
2021
Q3 		$246K Buy
2,398
+328
+16% +$34.6K 0.1% 84
2021
Q2 		$209K Sell
2,070
-1,546
-43% -$149K 0.09% 91
2021
Q1 		$289K Buy
3,616
+623
+21% +$56.1K 0.17% 62
2020
Q4 		$262K Sell
2,993
-623
-17% -$52.4K 0.13% 71
2020
Q3 		$289K Sell
3,616
-25
-0.7% -$1.96K 0.17% 62
2020
Q2 		$262K Buy
+3,641
New +$242K 0.16% 64

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

Denver PWM's IUSG Position: Q2 2026 in Review

Denver PWM increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q2 2026, buying an estimated $542 and bringing the position to 2,960 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #52.

Denver PWM first reported a position in IUSG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2022. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Denver PWM held 2,960 shares of iShares Core S&P US Growth ETF worth $575K as of Q2 2026.
  • Denver PWM bought 3 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $542.
  • iShares Core S&P US Growth ETF made up 0.19% of Denver PWM's portfolio in Q2 2026, its #52 holding.
  • Denver PWM first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Denver PWM's iShares Core S&P US Growth ETF position peaked at $1.34M in Q4 2022.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.