Denver PWM
IUSG icon

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
Q3 		$511K Sell
2,636
-324
-11% -$61.4K 0.17% 55
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Denver PWM's IUSG Position: Q3 2026 in Review

Denver PWM reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q3 2026, selling an estimated $61.4K and leaving 2,636 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #55.

Denver PWM first reported a position in IUSG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q4 2022. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Denver PWM held 2,636 shares of iShares Core S&P US Growth ETF worth $511K as of Q3 2026.
  • Denver PWM sold 324 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $61.4K.
  • iShares Core S&P US Growth ETF made up 0.17% of Denver PWM's portfolio in Q3 2026, its #55 holding.
  • Denver PWM first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Denver PWM's iShares Core S&P US Growth ETF position peaked at $1.34M in Q4 2022.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.