Elevatus Welath Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Elevatus Welath 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	$624K	Buy	3,320 +281	+9%	+$50.8K	0.15%	111
2026 Q1	$471K	Buy	3,039 +54	+2%	+$8.89K	0.25%	76
2025 Q4	$501K	Buy	2,985 +23	+0.8%	+$3.84K	0.14%	88
2025 Q3	$487K	Buy	2,962 +270	+10%	+$42.4K	0.14%	75
2025 Q2	$405K	Buy	2,692 +476	+21%	+$64.5K	0.14%	76
2025 Q1	$282K	Sell	2,216 -193	-8%	-$26.7K	0.16%	76
2024 Q4	$336K	Buy	2,409 +729	+43%	+$100K	0.11%	76
2024 Q3	$222K	Buy	1,680 +76	+5%	+$9.66K	0.07%	95
2024 Q2	$204K	Buy	+1,604	New	+$191K	0.08%	104

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

Elevatus Welath Management's IUSG Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 9.2% in Q2 2026, buying an estimated $50.8K and bringing the position to 3,320 shares worth $624K. The position accounts for 0.15% of the portfolio, ranked #111.

Elevatus Welath Management first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Elevatus Welath Management held 3,320 shares of iShares Core S&P US Growth ETF worth $624K as of Q2 2026.
Elevatus Welath Management bought 281 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $50.8K.
iShares Core S&P US Growth ETF made up 0.15% of Elevatus Welath Management's portfolio in Q2 2026, its #111 holding.
Elevatus Welath Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.