Diversify Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Diversify Wealth Management’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	$6.82M	Buy	37,614 +127	+0.3%	+$22.9K	0.11%	182
2026 Q1	$6.6M	Buy	+37,487	New	+$6.17M	0.12%	179
2025 Q1	–	Sell	-5,462	Closed	-$757K	–	531
2024 Q4	$757K	Buy	5,462 +3,705	+211%	+$509K	0.06%	263
2024 Q3	$233K	Buy	+1,757	New	+$223K	0.02%	435

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 22.9% 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

Diversify Wealth Management's IUSG Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.34% in Q2 2026, buying an estimated $22.9K and bringing the position to 37,614 shares worth $6.82M. The position accounts for 0.11% of the portfolio, ranked #182.

Diversify Wealth Management first reported a position in IUSG in Q3 2024 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Diversify Wealth Management held 37,614 shares of iShares Core S&P US Growth ETF worth $6.82M as of Q2 2026.
Diversify Wealth Management bought 127 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $22.9K.
iShares Core S&P US Growth ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #182 holding.
Diversify Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 4 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.