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

EPG 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 Q1	$6.98K	Hold	45	–	–	﹤0.01%	293
2025 Q4	$7.56K	Hold	45	–	–	﹤0.01%	286
2025 Q3	$7.4K	Hold	45	–	–	﹤0.01%	288
2025 Q2	$6.77K	Hold	45	–	–	﹤0.01%	283
2025 Q1	$5.72K	Hold	45	–	–	﹤0.01%	387
2024 Q4	$6.27K	Hold	45	–	–	﹤0.01%	391
2024 Q3	$5.94K	Buy	+45	New	+$5.72K	﹤0.01%	388
2024 Q2	–	Sell	-409	Closed	-$48.8K	–	316
2024 Q1	$47.9K	Hold	409	–	–	0.01%	317
2023 Q4	$45.5K	Hold	409	–	–	0.01%	310
2023 Q3	$38.8K	Hold	409	–	–	0.01%	309
2023 Q2	$39.9K	Hold	409	–	–	0.01%	302
2023 Q1	$36.3K	Buy	409 +77	+23%	+$6.56K	0.01%	307
2022 Q4	$27.1K	Hold	332	–	–	0.01%	293
2022 Q3	$27K	Buy	+332	New	+$29.9K	0.01%	297
2022 Q1	–	Sell	-1,299	Closed	-$150K	–	417
2021 Q4	$150K	Hold	1,299	–	–	0.05%	242
2021 Q3	$133K	Buy	+1,299	New	+$137K	0.05%	229
2020 Q2	–	Sell	-1,299	Closed	-$74K	–	457
2020 Q1	$74K	Sell	1,299 -3,591	-73%	-$236K	0.05%	223
2019 Q4	$331K	Buy	+4,890	New	+$317K	0.24%	69

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's IUSG Position: Q1 2026 in Review

EPG Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 45 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

EPG Wealth Management first reported a position in IUSG in Q4 2019 and has held it in 18 quarters since. The position peaked at $331K in Q4 2019. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

EPG Wealth Management held 45 shares of iShares Core S&P US Growth ETF worth $6.98K as of Q1 2026.
EPG Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #293 holding.
EPG Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 18 quarters since.
EPG Wealth Management's iShares Core S&P US Growth ETF position peaked at $331K in Q4 2019.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.