Elevation Capital Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Buy
6,719
+1,246
+23% +$225K 0.49% 49
2026
Q1
$849K Sell
5,473
-20,196
-79% -$3.32M 0.36% 62
2025
Q4
$4.31M Sell
25,669
-33,845
-57% -$5.65M 1.76% 24
2025
Q3
$9.79M Buy
59,514
+36,061
+154% +$5.66M 3.91% 6
2025
Q2
$3.53M Buy
+23,453
New +$3.18M 1.41% 23
2024
Q3
Sell
-2,403
Closed -$306K 61
2024
Q2
$306K Buy
+2,403
New +$287K 0.14% 36
2021
Q2
$9.69M Buy
+95,991
New +$9.25M 5.44% 11

Other funds holding IUSG

Elevation Capital Advisory's IUSG Position: Q2 2026 in Review

Elevation Capital Advisory increased its iShares Core S&P US Growth ETF (IUSG) stake by 23% in Q2 2026, buying an estimated $225K and bringing the position to 6,719 shares worth $1.26M. The position accounts for 0.49% of the portfolio, ranked #49.

Elevation Capital Advisory first reported a position in IUSG in Q2 2021 and has held it in 7 quarters since. The position peaked at $9.79M in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Elevation Capital Advisory held 6,719 shares of iShares Core S&P US Growth ETF worth $1.26M as of Q2 2026.
  • Elevation Capital Advisory bought 1,246 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $225K.
  • iShares Core S&P US Growth ETF made up 0.49% of Elevation Capital Advisory's portfolio in Q2 2026, its #49 holding.
  • Elevation Capital Advisory first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 7 quarters since.
  • Elevation Capital Advisory's iShares Core S&P US Growth ETF position peaked at $9.79M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.