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

Endowment 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	$6.95M	Buy	36,936 +1,840	+5%	+$332K	2.69%	9
2026 Q1	$5.44M	Buy	35,096 +1,867	+6%	+$307K	2.41%	10
2025 Q4	$5.58M	Sell	33,229 -12,918	-28%	-$2.15M	2.56%	10
2025 Q3	$7.59M	Buy	46,147 +4,644	+11%	+$729K	3.45%	6
2025 Q2	$6.24M	Buy	41,503 +5,843	+16%	+$792K	3.22%	6
2025 Q1	$4.53M	Buy	35,660 +4,695	+15%	+$649K	2.92%	5
2024 Q4	$4.31M	Buy	30,965 +3,018	+11%	+$414K	2.9%	6
2024 Q3	$3.69M	Buy	27,947 +2,699	+11%	+$343K	2.42%	10
2024 Q2	$3.22M	Buy	25,248 +3,253	+15%	+$388K	2.34%	10
2024 Q1	$2.58M	Buy	21,995 +12,877	+141%	+$1.43M	1.93%	13
2023 Q4	$949K	Buy	9,118 +309	+4%	+$30.4K	0.79%	33
2023 Q3	$835K	Buy	8,809 +525	+6%	+$51.5K	0.75%	34
2023 Q2	$809K	Buy	8,284 +1,030	+14%	+$94.5K	0.74%	31
2023 Q1	$640K	Buy	7,254 +1,384	+24%	+$118K	0.64%	35
2022 Q4	$478K	Buy	5,870 +1,582	+37%	+$132K	0.53%	47
2022 Q3	$344K	Buy	4,288 +757	+21%	+$68.2K	0.42%	68
2022 Q2	$296K	Buy	3,531 +63	+2%	+$5.78K	0.36%	74
2022 Q1	$366K	Buy	3,468 +552	+19%	+$57.3K	0.38%	64
2021 Q4	$337K	Buy	+2,916	New	+$325K	0.34%	62

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

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

Endowment Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.2% in Q2 2026, buying an estimated $332K and bringing the position to 36,936 shares worth $6.95M. The position accounts for 2.69% of the portfolio, ranked #9.

Endowment Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.59M in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Endowment Wealth Management held 36,936 shares of iShares Core S&P US Growth ETF worth $6.95M as of Q2 2026.
Endowment Wealth Management bought 1,840 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $332K.
iShares Core S&P US Growth ETF made up 2.69% of Endowment Wealth Management's portfolio in Q2 2026, its #9 holding.
Endowment Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
Endowment Wealth Management's iShares Core S&P US Growth ETF position peaked at $7.59M in Q3 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.