Empower Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Empower Advisory Group’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	$802K	Sell	4,265 -305	-7%	-$55.1K	﹤0.01%	278
2026 Q1	$709K	Sell	4,570 -468	-9%	-$77K	﹤0.01%	280
2025 Q4	$846K	Buy	5,038 +557	+12%	+$92.9K	﹤0.01%	271
2025 Q3	$737K	Buy	4,481 +33	+0.7%	+$5.18K	﹤0.01%	279
2025 Q2	$669K	Sell	4,448 -57	-1%	-$7.73K	﹤0.01%	289
2025 Q1	$572K	Buy	4,505 +138	+3%	+$19.1K	﹤0.01%	304
2024 Q4	$609K	Buy	4,367 +78	+2%	+$10.7K	﹤0.01%	297
2024 Q3	$566K	Sell	4,289 -860	-17%	-$109K	﹤0.01%	298
2024 Q2	$656K	Buy	5,149 +649	+14%	+$77.4K	﹤0.01%	267
2024 Q1	$527K	Buy	+4,500	New	+$501K	﹤0.01%	295

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 22.96% 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 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

Empower Advisory Group's IUSG Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.7% in Q2 2026, selling an estimated $55.1K and leaving 4,265 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Empower Advisory Group first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $846K in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Empower Advisory Group held 4,265 shares of iShares Core S&P US Growth ETF worth $802K as of Q2 2026.
Empower Advisory Group sold 305 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $55.1K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #278 holding.
Empower Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
Empower Advisory Group's iShares Core S&P US Growth ETF position peaked at $846K in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.