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ERTS Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ERTS Wealth Advisors’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 		$14.2M Sell
91,861
-10,714
-10% -$1.76M 4.53% 8
2025
Q4 		$17.2M Sell
102,575
-1,662
-2% -$277K 5.41% 7
2025
Q3 		$17.2M Sell
104,237
-15,725
-13% -$2.47M 5.54% 7
2025
Q2 		$18M Sell
119,962
-3,367
-3% -$456K 6.22% 6
2025
Q1 		$15.7M Buy
123,329
+32,481
+36% +$4.49M 3.04% 12
2024
Q4 		$12.7M Sell
90,848
-3,515
-4% -$482K 2.39% 13
2024
Q3 		$12.4M Sell
94,363
-61,360
-39% -$7.8M 2.33% 13
2024
Q2 		$19.9M Sell
155,723
-15,141
-9% -$1.81M 3.99% 11
2024
Q1 		$20M Sell
170,864
-12,964
-7% -$1.44M 4.09% 9
2023
Q4 		$19.1M Buy
183,828
+217
+0.1% +$21.4K 4.13% 10
2023
Q3 		$17.4M Buy
183,611
+75,137
+69% +$7.37M 4.19% 8
2023
Q2 		$10.6M Sell
108,474
-5,153
-5% -$473K 2.47% 11
2023
Q1 		$10.1M Sell
113,627
-27,704
-20% -$2.36M 2.44% 12
2022
Q4 		$11.5M Sell
141,331
-21,687
-13% -$1.81M 2.99% 12
2022
Q3 		$13.1M Buy
163,018
+5,526
+4% +$498K 3.67% 11
2022
Q2 		$13.2M Buy
157,492
+3,037
+2% +$278K 3.74% 10
2022
Q1 		$16.3M Sell
154,455
-4,903
-3% -$509K 4.57% 9
2021
Q4 		$18.4M Buy
159,358
+7,051
+5% +$786K 4.4% 9
2021
Q3 		$15.6M Sell
152,307
-102
-0.1% -$10.8K 4.09% 9
2021
Q2 		$15.4M Buy
152,409
+32,301
+27% +$3.11M 4.16% 8
2021
Q1 		$10.9M Buy
120,108
+18,519
+18% +$1.67M 3.23% 10
2020
Q4 		$9.01M Sell
101,589
-886
-0.9% -$74.5K 2.93% 12
2020
Q3 		$8.2M Sell
102,475
-20,685
-17% -$1.62M 3.08% 12
2020
Q2 		$8.85M Sell
123,160
-18,636
-13% -$1.24M 3.58% 12
2020
Q1 		$8.1M Sell
141,796
-17,829
-11% -$1.17M 3.92% 10
2019
Q4 		$10.8M Sell
159,625
-56,289
-26% -$3.65M 4.86% 8
2019
Q3 		$13.6M Buy
215,914
+41,754
+24% +$2.64M 6.87% 7
2019
Q2 		$10.9M Buy
174,160
+5,132
+3% +$316K 6.02% 6
2019
Q1 		$10.2M Buy
169,028
+65,302
+63% +$3.75M 6.06% 6
2018
Q4 		$5.47M Buy
+103,726
New +$5.88M 3.91% 7

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ERTS Wealth Advisors's IUSG Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q1 2026, selling an estimated $1.76M and leaving 91,861 shares worth $14.2M. The position accounts for 4.53% of the portfolio, ranked #8.

ERTS Wealth Advisors first reported a position in IUSG in Q4 2018 and has held it in 30 quarters since. The position peaked at $20M in Q1 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • ERTS Wealth Advisors held 91,861 shares of iShares Core S&P US Growth ETF worth $14.2M as of Q1 2026.
  • ERTS Wealth Advisors sold 10,714 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.76M.
  • iShares Core S&P US Growth ETF made up 4.53% of ERTS Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • ERTS Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • ERTS Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $20M in Q1 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.