Empirical Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Empirical Wealth 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	$1.34M	Hold	7,122	–	–	0.02%	341
2026 Q1	$1.1M	Sell	7,122 -100	-1%	-$16.5K	0.02%	331
2025 Q4	$1.21M	Hold	7,222	–	–	0.02%	307
2025 Q3	$1.19M	Hold	7,222	–	–	0.02%	313
2025 Q2	$1.09M	Sell	7,222 -31	-0.4%	-$4.2K	0.02%	304
2025 Q1	$922K	Buy	7,253 +31	+0.4%	+$4.29K	0.02%	310
2024 Q4	$1.01M	Hold	7,222	–	–	0.03%	277
2024 Q3	$953K	Buy	7,222 +22	+0.3%	+$2.8K	0.03%	273
2024 Q2	$918K	Buy	+7,200	New	+$859K	0.03%	268

Other funds holding IUSG

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CST

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

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

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

VAMG

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

Empirical Wealth Management's IUSG Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 7,122 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #341.

Empirical Wealth Management first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 388 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Empirical Wealth Management held 7,122 shares of iShares Core S&P US Growth ETF worth $1.34M as of Q2 2026.
Empirical Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #341 holding.
Empirical Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
388 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.