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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Denver PWM's IUSG Position: Q1 2026 in Review

Denver PWM reduced its iShares Core S&P US Growth ETF (IUSG) stake by 57% in Q1 2026, selling an estimated $655K and leaving 2,957 shares worth $549K. 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 23 quarters since. The position peaked at $1.34M in Q4 2022. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Denver PWM held 2,957 shares of iShares Core S&P US Growth ETF worth $549K as of Q1 2026.
  • Denver PWM sold 3,977 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $655K.
  • iShares Core S&P US Growth ETF made up 0.19% of Denver PWM's portfolio in Q1 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 23 quarters since.
  • Denver PWM's iShares Core S&P US Growth ETF position peaked at $1.34M in Q4 2022.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.