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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Elevation Wealth Partners's IUSG Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.32% in Q2 2026, buying an estimated $68.6K and bringing the position to 118,225 shares worth $22.2M. The position accounts for 6.66% of the portfolio, ranked #3.

Elevation Wealth Partners first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Elevation Wealth Partners held 118,225 shares of iShares Core S&P US Growth ETF worth $22.2M as of Q2 2026.
  • Elevation Wealth Partners bought 380 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Core S&P US Growth ETF made up 6.66% of Elevation Wealth Partners's portfolio in Q2 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 14 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.