Elevation Wealth Partners
IUSG icon

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
Q3 		$23M Buy
118,622
+397
+0.3% +$75.2K 6.46% 3
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Elevation Wealth Partners's IUSG Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.34% in Q3 2026, buying an estimated $75.2K and bringing the position to 118,622 shares worth $23M. The position accounts for 6.46% of the portfolio, ranked #3.

Elevation Wealth Partners first reported a position in IUSG in Q1 2023 and has held it in 15 quarters since. 331 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Elevation Wealth Partners held 118,622 shares of iShares Core S&P US Growth ETF worth $23M as of Q3 2026.
  • Elevation Wealth Partners bought 397 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $75.2K.
  • iShares Core S&P US Growth ETF made up 6.46% of Elevation Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Elevation Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.