Elevation Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Elevation Wealth Partners’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	$22.2M	Buy	118,225 +380	+0.3%	+$68.6K	6.66%	3
2026 Q1	$18.3M	Buy	117,845 +635	+0.5%	+$105K	6.55%	3
2025 Q4	$19.7M	Sell	117,210 -4,544	-4%	-$758K	6.97%	3
2025 Q3	$20M	Buy	121,754 +1,035	+0.9%	+$163K	7.21%	2
2025 Q2	$18.2M	Buy	120,719 +1,207	+1%	+$164K	7.17%	2
2025 Q1	$15.2M	Buy	119,512 +92	+0.1%	+$12.7K	6.58%	3
2024 Q4	$16.6M	Buy	119,420 +682	+0.6%	+$93.6K	7.03%	4
2024 Q3	$15.7M	Sell	118,738 -242	-0.2%	-$30.8K	6.72%	3
2024 Q2	$15.2M	Buy	118,980 +636	+0.5%	+$75.9K	7.18%	3
2024 Q1	$13.8M	Buy	118,344 +10,078	+9%	+$1.12M	6.91%	3
2023 Q4	$10.3M	Buy	108,266 +1,904	+2%	+$188K	6.17%	3
2023 Q3	$10.1M	Buy	106,362 +2,151	+2%	+$211K	8.71%	3
2023 Q2	$10.4M	Buy	104,211 +24,989	+32%	+$2.29M	8.73%	3
2023 Q1	$7.03M	Buy	+79,222	New	+$6.75M	6.44%	3

Other funds holding IUSG

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return